Jim Dunlop
Founder and Managing Partner at Advent Partners
- Role
- Founding Partner at Advent Partners
- Location
- Gettysburg, PA, US
- LinkedIn followers
- 500 followers
About Jim Dunlop
Advent Partners is a group of caring professionals dedicated to working with generous and disciplined savers as they plan for their futures. Through authenticity, empathy, excellence, growth and gratitude, we have the honor of our clients\' trust in helping them navigate their futures.We started Advent Partners with the idea of when it comes to your money: you can\'t take it with you. We\'re enthusiastic to share in the journey with our clients as they decide how to be the best possible stewards of what they\'ve accumulated to make their communities better places for all.Outside of my work, I share this life with Julie and our two children, Addy and Sam. We spend time cheering on soccer players, swimmers, and musicians. I find comfort, freedom, and relaxation on my bike or in good bottle of wine shared among family and friends.We do our best work for our best clients when they begin to realize that they can\'t take it with them and become open to doing great things for their communities, their families, and themselves with the resources they\'ve diligently saved. Let\'s chat if this could be you.
Experience
Founding Partner
Mar 2003 — Present · Gettysburg, PA, US
Education
Susquehanna University
BA, Political Science
1997 — 2001
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