How To Scale Up a Financial Services Firm With Jim Dunlop Managing Partner at Advent Partners
Jim Dunlop is the Founder and Managing Partner at Advent Partners, a Gettysburg, Pennsylvania-based wealth management and financial planning firm. A Certified Financial Partner with over two decades in the financial services industry, Jim has developed a niche focus on helping faith-based clients align their wealth with their values. He is also the host of the podcast You Can't Take It With You, which explores generosity, legacy planning, and impactful giving. Through Advent Partners, Jim supports clients in making meaningful decisions about their financial futures while planning with purpose. In this episode… Faith-based financial planning can offer a meaningful framework for managing wealth with purpose. As more people accumulate resources, many are asking deeper questions about legacy, generosity, and what happens to their money when they're gone. How can financial advisors guide clients toward intentional giving and legacy planning? According to Jim Dunlop, a seasoned wealth advisor, legacy planning starts with aligning finances to core values. After years of helping clients navigate wealth decisions, Jim emphasizes the power of generosity — whether it's supporting family, donating to community causes, or creating lasting impact through charitable giving. Through his firm and podcast, he encourages clients to plan wisely and give meaningfully, even before the end of life. On this episode of The Top Business Leaders Show, John Corcoran welcomes Jim Dunlop, Founder and Managing Partner at Advent Partners, for a conversation about scaling a financial practice during a crisis, building a faith-aligned client base, and why generous clients often experience the most joy. Jim also shares insights on merging firms, planning with purpose, and the story behind his podcast, You Can't Take It With You.




