Advent Partners Wealth Management & Financial Planning

Financial Services - Gettysburg, PA, US

Advent Partners Wealth Management & Financial Planning Employees
Jim Dunlop

Wealth Advisor / Managing Partner

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Jeremy Reed

Associate Financial Advisor

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Cortnie Beaver

Associate Financial Advisor

Contact Cortnie Beaver

Jeremy CFP

Associate Financial Advisor

Contact Jeremy CFP

Jamie French

Wealth Advisor and Managing Partner

Contact Jamie French

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Advent Partners Wealth Management & Financial Planning Details

Advent Partners is committed to simplifying the financial planning process. We follow the highest industry standards and look forward to helping you make educated and informed financial decisions. The Advent Partners team is comprised of a dedicated group of individuals with diverse backgrounds ranging from finance and legal to hospitality. They all have strong ties to the community, whether through church, sports, or volunteer efforts and charitable causes. We believe that money is a tool for a larger purpose and is not the goal. We understand your lifestyle is unique. Our financial planning tools are designed to enhance your knowledge, understanding, and ability to make sound financial decisions every day. We handle all aspects of financial planning from funding college to getting out of debt, investments and family protection.The job we're interviewing for with new people we meet is simple: we are enthusiastic to be the ones to be able to offer guidance and solutions on an ongoing basis. Our team is here to help our clients make good decisions and avoid mistakes. Advent Partners may utilize third-party websites, including social media websites, blogs and other interactive content. Read Full Social Media Disclosures please visit: https://www.adventpartnersfp.com/disclosures/

Advent Partners Wealth Management & Financial Planning logo, Advent Partners Wealth Management & Financial Planning contact details
Employees: 5 - 9
HQ: N/A
Location: Gettysburg, PA, US
Revenue: Not Available
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