Advent Financial Services is led by Joseph Tansey, an experienced and highly knowledgeable financial advisor. His purpose is to help you fully understand which wealth‑management planning strategies best fit your investment goals. With direct access to Joseph, you can quickly get answers about how your portfolio is performing, how inflation is being managed, or whether new risk‑management strategies may be appropriate.

Advent Financial Services specializes in a global approach to financial planning, retirement planning, asset allocation, portfolio risk management, income and investment consulting, cash management, mutual fund and annuity research, insurance, estate planning, and long‑term care planning.

Clients sometimes express concerns about how rising expenses may affect their retirement funds or how changing tax laws could impact IRAs and beneficiaries. Rest assured, Advent Financial Services is here to help address these questions and many others you may have.

Call or email for a free retirement plan evaluation and portfolio analysis: Joseph Tansey: 858-654-1025 or jtansey@adventfinancialservices.com.

Osaic Wealth, Inc. is a full service Broker-Dealer, comprised of a team of professionals whose knowledge, skills, insight and ingenuity make them among the top talent in the industry. They put that talent to work for around 1,500 financial representatives like Joseph and Angeli everyday.

Osaic Wealth. Inc. is a FINRA registered Broker-Dealer and functions as the "back office" for Angeli's team. All securities and investment products are offered through Osaic Wealth. Inc. Joseph Tansey and Angeli Forster hold their securities licenses through Osaic Wealth, Inc. and accordingly coordinate regulatory and compliance activities through them.

*Services provided through a qualified custodian