our story
Advent was formed in 2007 by Liz Everitt and Jean Vertefeuille as a different kind of company — one that puts its clients first, and also focuses on true work/life balance for its employees. As two executives struggling to achieve that balance in their previous positions, Liz and Jean decided to form Advent as the company they wanted to work for, and their clients would want to work with. That was a novel idea back then and remains so today. Over 15 years later, Liz and Jean continue their passion of providing exceptional, personalized services to a growing client base, while remaining focused on empowering our staff to achieve and exceed their personal and professional goals. We believe that only by allowing our staff the freedom to pursue their passions and achieve their personal and professional goals can they bring their unique gifts, talents, and creativity to their clients and their work — and to all that they do.
Learn more about Advent by reaching out to a member of our team today.
Advent’s Core Values
At Advent Advising Group, we follow a small set of vital and timeless guiding principles. These core values are a result of our continued commitment to always putting our clients first and creating a place where our employees have true work/life balance.
- We are one
- Our customers define us
- Advent reflects us
- We respect balance
- We are dynamic
- We are a learning organization
Our Promise to Our Clients
- No surprises
- A flexible, collaborative, client-first approach
- Current and future thought leadership
- An efficient, streamlined, and transparent process
Advent Advisory Group Corporate OfficesPhone: 877.237.0190PO Box 94Northport, NY 11768
HEDIS® is a registered trademark of the National Committee for Quality Assurance (NCQA). HEDIS Compliance Audit™ is a trademark of the National Committee for Quality Assurance (NCQA).
© 2021 Advent Advisory Group. All rights reserved. Site designed and developed by The Walker Group