Expanding Donor Possibilities

The future you desire depends on the choices you make today.

While the financial world presents many challenges and complexities that can affect your decisions, the ability to visualize and attain your financial goals depends on the streamlined, forward-thinking strategies you implement for success.

At Advancement Concepts, we help educational institutions, individuals and families achieve their growth and giving goals through a comprehensive range of personalized services. We believe effective financial guidance requires more than investment recommendations. In order to truly build a successful future, your endowment or financial portfolio must address current needs while supporting a meaningful legacy.

Our clients range from major universities to individuals, but three pillars support all of our strategies and advice:

PROTECTION
  • Are you taking an unnecessary risk?
  • How are you preparing for future market fluctuations?
  • Are you making reactionary decisions rather than forward-thinking choices?
PERSPECTIVE
  • Why do you invest?
  • What financial goals motivate you?
  • Are your current choices built on long-term goals or short-term fears?
 POSSIBILITY
  • What do you truly hope to accomplish?
  • What financial strategies are you not pursuing, but should be?
  • How can a fresh approach to investing help you achieve your ambitious goals?
Whether you represent a university endowment, are an individual interested in planned giving or a family searching for honest, conservative investment advice, our team will help you:
  • Add clarity to your objectives,
  •  Maximize the impact of sound financial planning, and
  • Expand your financial possibilities and horizons.

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Guardian, its subsidiaries, agents, or employees do not provide tax or legal advice. No offers may be made or accepted from any resident outside these specified states. The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside. The information on this web site is designed to be general in nature and for educational purposes only. Guardian, its agents and employees do not give tax or legal advice. 

Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 6641 West Broad Street, Suite G106, Richmond, VA 23230 - 804.482.6990 . Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. PAS is an indirect, wholly owned subsidiary of Guardian. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. Advancement Concepts is not an affiliate or subsidiary of PAS or Guardian. Advancement Concepts is not an independent registered investment advisor. 

PAS is a member of FINRA, SIPC.

The Registered Representative is securities licensed in DC, MD, MI, NC, SC, TN, VA and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

The information on this site is intended for the residents of DC, MD, MI, NC, SC, TN and VA. The associates of Advancement Concepts, LLC are not licensed to sell insurance in all 50 sates. To find out if an agent is licensed in your state, please contact Townley Nelson at 804.482.6990.