Advent Partners
www.adventpartnersfp.comAdvent 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 professionals with diverse backgrounds who 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. 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. 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. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Advent Partners and Thrivent Advisor Network, LLC are not affiliated companies. Securities offered through Purshe Kaplan Sterling Investments(“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and Advent Partners are not affiliated companies. For more information, visit https://www.thriventadvisornetwork.com/privacy-security/.
Read moreAdvent 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 professionals with diverse backgrounds who 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. 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. 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. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Advent Partners and Thrivent Advisor Network, LLC are not affiliated companies. Securities offered through Purshe Kaplan Sterling Investments(“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and Advent Partners are not affiliated companies. For more information, visit https://www.thriventadvisornetwork.com/privacy-security/.
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Wealth Advisor / Managing Partner
Email ****** @****.comPhone (***) ****-****Wealth Advisor / Managing Partner
Email ****** @****.comPhone (***) ****-****Wealth Management and Financial Planning | Certified Financial Planner ( R )
Email ****** @****.comPhone (***) ****-****
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