Advent Partners offers financial planning services to help individuals achieve financial security and stability, enabling them to support their families and communities. The firm emphasizes education in financial readiness and provides independent advice.

Advent Partners

Advent Partners | 528 followers on LinkedIn. Ready for Good. | 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 professionals with diverse backgrounds who have strong ties to the community, whether through church, sports, or volunteer efforts and charitable causes.

Wealth Advisor | Managing Partner

Jamie French, CFP®, CPA, MSFP

Wealth Advisor at Advent Partners Wealth Management & Financial Planning | CFP®, CKA®, CLTC®

Chris VanHart

Financial Advisor at Advent Partners Wealth Management & Financial Planning

Jeremy Reed, CFP®

Associate Financial Advisor at Advent Partners | MBA candidate at Lehigh University

Colin Bernd, CFP®

In this week's market update video, Jeremy Reed, CFP® discusses the market’s reaction to the 2024 presidential election. https://lnkd.in/eedRiaab #marketcommentary #financialplanning #wealthmanagement #economy

🇺🇸 Honoring Our Veterans 🇺🇸 Today, Advent Partners honors the courage and sacrifice of our veterans. We are grateful for your service and the freedoms you’ve helped protect. To all veterans and their families, thank you for your sacrifices. #VeteransDay #ThankYouVeterans #AdventPartners #ReadyForGood

🎅🎄 Join Us in Spreading Holiday Cheer! 🎄🎅 Our Toys for Tots drive is officially underway! Drop off new, unwrapped toys at our office locations by December 12th, and help us deliver joy to kids in need this Christmas. Every donation counts in making this season magical for families in our community. #ToysForTots #HolidaySpirit #CommunityGiving #AdventPartners #ReadyForGood

Last chance to RSVP for our free Economic Update event! Join us for insightful discussions on the economic landscape: Breakfast Session: Gettysburg Office Event starts at 8:00 am Lunch Session: Hampton Inn, 4950 Ritter Rd., Mechanicsburg, PA 12:00 pm in the Susquehanna Ballroom Secure your spot by RSVPing here: https://lnkd.in/eQnZnpHx #AdventPartners #QuarterlyEconomicUpdate #ReadyForGood

Advent Partners was honored to prepare and deliver lunch to the DOMESTIC VIOLENCE SERVICES OF CUMBERLAND & PERRY COUNTIES (DVSCP) shelter this week as part of Domestic Violence Awareness Month (DVAM), standing in solidarity with survivors and the incredible team supporting them. DVSCP is part of the Every1KnowsSome1 Campaign, highlighting that everyone has a role in ending domestic violence. Through resources and dedicated support, DVSCP empowers survivors as they rebuild lives free from abuse, fostering stronger, safer communities. Support and learn more about DVSCP by visiting www.dvscp.org . 💜 #Every1KnowsSome1 #DVAM #AdventPartners #ReadyForGood

🎃 Happy Halloween from Advent Partners! 🎃 Wishing our clients, friends, and community a safe and spooky day filled with treats (and maybe a few tricks)! 🍬👻 Remember, financial planning doesn't have to be scary—we’re here to help guide you every step of the way! 🕸️💼 #HappyHalloween #SpookySeason #FinancialPlanning #ReadyForGood #AdventPartners

🎃 Happy Halloween from Advent Partners! 🎃 Wishing our clients, friends, and community a safe and spook-tacular day filled with treats (and maybe a few tricks)! 🍬👻 Remember, financial planning doesn't have to be scary—we’re here to help guide you every step of the way! 🕸️💼 #HappyHalloween #SpookySeason #FinancialPlanning #ReadyForGood #AdventPartners

In this week's market video, Jim Dunlop compares scary news headlines with the reality of the market. 👻 https://buff.ly/4fgM3YC #marketcommentary #financialplanning #wealthmanagement #economy

Join us for our free Quarterly Economic Update in November! Breakfast Session: Gettysburg Office Event starts at 8:00 am Lunch Session: Hampton Inn, 4950 Ritter Rd., Mechanicsburg, PA 12:00 pm in the Susquehanna Ballroom Secure your spot by RSVPing here: https://lnkd.in/eQnZnpHx #AdventPartners #QuarterlyEconomicUpdate #ReadyForGood

Introducing Jamie French, our Employee Philanthropy Spotlight for this month! 🌟 Jamie supports causes that align with his beliefs, including his church, missionaries, and organizations providing care for mothers and children in need. He believes in giving generously, trusting that the more we give, the more we are blessed. What personally inspires you to be involved in philanthropy, and how do you choose the causes you support? My inspiration for giving comes from my faith and from God, who gives so generously to us. My parents were also an example to me, always giving faithfully to their church and generously to individuals and organizations beyond that. The causes I choose to support are my church first and foremost, as I believe that the church is God’s design for showing the world His love and teaching others how to have a relationship with Him. Other causes I choose to support typically align with something important to me or causes I feel passionate about. We have supported a number of missionaries or missionary agencies (including family members who are serving in other countries). We support a pregnancy center because of the love and care they show mothers who have experience an unplanned pregnancy. We support multiple agencies who provide education and basic needs for impoverished children in other countries, including adoptive agencies who help such children find a permanent home. In what ways do you actively engage with the causes you support, and how has your involvement impacted your perspective on giving back? I have always served in my church in some capacity (currently on the technology team that helps run our weekend services). Involvement in such ministries has given me a window into the practical needs of the organization and where financial resources could help the most. It keeps me motivated to give for a specific purpose, rather than just fulfilling an obligation based on my beliefs. #FaithInAction #GenerosityMatters #GivingBack #AdventPartners #ReadyForGood

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CFO / COO

Kerry Kaplan

President

Preston Adams

Non Executive Chairman

Rupert Harrington

Senior Investment Manager

Michael Frawley

Investment Manager

Nick Stafford

Analyst

Alex King

Partner

Brad Lynch

Investment Associate

Isabella Blakiston

Mark Jago

Rob Hooke

Symon Vegter

Jeffrey H. Peck

Managing Partner

Founder, Managing Director & Non Executive Chairman

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UGM Australia is an international engineering and mining services company.

Private Equity Firms with Investments in New South Wales

Private Equity Stage Investors with Investments in Australia

Australasia Private Equity Firms

Investors Active in New South Wales

Established in 1984, Melbourne-based Advent Partners is one of Australia’s most experienced private equity firms having invested in over 90 businesses. With over $500M in funds under management, our team has more than 80 years of Private Equity investment experience. 

Advent has a long and successful track record in building market leading businesses. We are focused on partnering with passionate and motivated management teams with exceptional growth plans. Realising potential and great performance is what drives us to build market leaders and consistently reward shareholders. 

We are currently investing in Australian and NZ private businesses with clear strategies for growth and high calibre management teams. We look for businesses with enterprise between A$20M-A$150M and will take both minority (>30%) and majority stakes. 

We welcome new investment opportunities from businesses directly and intermediaries including corporate finance advisors, investment banks, accountants, lawyers and others. For further details on Advent’s team, investment criteria and past/present investments, please visit our website:  www.advent.com.au

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