Fast Facts About ADVIS:
Over 130 Member Schools in the tristate, 13 county Greater Delaware Valley region…
Educate nearly 50,000 students in pre-kindergarten through high school; 31% students of color
Employ over 11,000 faculty, administrators, and staff
Award nearly $325,000,000 in need based financial aid to 36% of students
Represent more than 500,000 alumni
Collectively have an annual operating budget greater than one billion dollars!
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Financial / Insurance / Legal Services

A. W. G. DEWAR, INC    
Since 1930, Dewar has been providing schools and families with a proven means of protecting tuition against losses caused by student withdrawals and dismissals. The Tuition Refund Plan has given schools vital protection of budgeted tuition income while offering parents security of their tuition investment. As the originators of the Tuition Refund Plan, Dewar’s primary goal is to serve schools and parents with the most comprehensive coverage and exceptional customer service. Please contact us today to learn how the Tuition Refund Plan can provide the next step towards a stable financial future.
Contact:           Mr. Andrew P. Martinson
4 Batterymarch Park
Quincy, MA  02169
Fax:  617-774-1715
ConnectOne Bank    
ConnectOne Bank serves the financial needs of independent K-12 educational institutions in New Jersey, New York, Pennsylvania and beyond. Recognized for outstanding client services and accessibility to decision-makers, ConnectOne Bank offers creative solutions including cash management services that typically reduce/eliminate bank service fees while increasing interest income on operating balances, campus renovation and expansion financing (both taxable & tax-exempt) and a Bank-donation Affinity Program.
 Contact: Mark Cardone, First Senior Vice President
 Address: 545 Morris Avenue
Summit, NJ 07901
 Phone: 908-206-2860
Education Insurance Plans    
Education Insurance Plans offers a broad range of insurance products designed to protect your investment in education. Whether you are a private school or college student, or a student loan private lender you'll find insurance coverage to help you guard against your losses. The institution involved as well as the students and their families benefit when all parties carry adequate insurance coverage. Make sure your investment is covered against loss with one of the unique insurance programs we offer.
Contact:           Mike Galvin
460 East Main Road
Middletown, RI  02842
Toll Free:  866-284-5964
EisnerAmper LLP is one of the largest accounting firms in the U.S., with nearly 1,500 employees and 180 partners across the country. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow. EisnerAmper provides comprehensive audit, tax and advisory services to not-for-profits that operate in a number of arenas -- including social service organizations, health and welfare organizations, religious organizations, independent schools, educational organizations, professional and trade associations and foundations. EisnerAmper understands the financial and cultural environments in which not-for-profits operate and is committed to serve as a resource for the not-for-profit community. For more information, visit  
Contact:           Jimmy Mo, Partner
One Logan Square
130 North 18th Street, Suite 3000
Philadelphia, PA 19103
Fisher Phillips LLP    
Our founders I. Walter Fisher & Erle Phillips started a law firm committed to taking a practical, businesslike approach to solving labor and employment problems. Seventy years later, Fisher & Phillips has grown to become a national law firm with more than 300 attorneys and 31 offices, and we still share that commitment of our founders.

 Contact: Susan M. Guerette, Attorney at Law
 Address: 150 N. Radnor Chester Road
Suite C300
Radnor, PA 19087
 Phone: 610-230-2133
 Fax: 610-230-2151
Fox Rothschild LLP    
Fox Rothschild LLP is a full-service, national law firm built to serve business leaders from both the for-profit and non-profit arenas. Over the past century, we have grown to 950 attorneys practicing in offices across the United States. That includes 350 attorneys practicing in our six Delaware Valley offices, which include Blue Bell, Exton, Philadelphia and Warrington, Pennsylvania; Wilmington, Delaware; and Princeton, New Jersey. Our clients come to us because we understand their issues, their priorities and the way they think. We help clients manage risk and make better operational decisions by offering practical advice and innovative problem-solving. Attorneys in our Education practice address the pressing concerns confronting private school entities, which include religious schools, single-sex schools, vocational technical schools and other independent schools. Specifically, we address school violence, drug testing, Internet usage laws, planned giving, complex financing arrangements, construction and capital projects, deferred compensation and sophisticated labor and employment issues. We work closely with our clients to provide nuanced legal advice and creative, cost-efficient solutions to these challenges.
Jeffrey T. Sultanik, Partner and Chair of the
Education Law Group

 Address: 10 Sentry Parkway,
Suite 200
P.O. Box 3001
Blue Bell, PA 19422-3001
 Phone: 610-397-6515
 Fax: 610-397-0450
Our dedicated team serves the unique needs of endowment, non-profit and foundation organizations.
 Contact: A. Hobart Porter, CFP®
Business Development Director
 Address: 1650 Market Street, Suite 1200
Philadelphia, PA  19103
 Phone: 215-419-6091
 Fax: 215-640-3796
The Haverford Trust Company    
Experience how the Haverford Quality Investing® philosophy combines discipline, persistence, and consistency to help meet your school’s long-term objectives.
 Contact: Robert F. Stiles
Vice President, Business Development
 Address: Three Radnor Corporate Center
Suite 450
Radnor, PA 19087
 Phone: 610-995-8720
 Fax: 610-995-8793
ISM - Independent School Management    
Independent School Management provides:
Exceptional advisory services tailored for private-independent schools—workshops, publications, on-site consulting, surveys, and Webinars.
Insurance coverage designed exclusively to protect private-independent faculty, staff, students, international students studying in the U.S. and domestic students studying abroad, as well as general liability.
Financial Aid software designed with a customizable formula to assure awards are received by mission-appropriate families.  

Contact:           Kelly Abramson, Association Manager  
1316 North Union Street
Wilmington, DE 19806
302-656-4944 x158
Fax:  302-656-0647
Malvern Bank, National Association    
Malvern Bank, National Association is a community bank offering a complete range of financial products and services along the Main Line and throughout the Philadelphia & Brandywine Valley regions. Founded in 1887, Malvern Bank provides personal, business and private banking services with a special focus on relationships with independent schools and related organizations.    
Contact:           John M. Lyons, Vice President
Private Client Officer
42 E. Lancaster Avenue
Paoli, PA 19301
Saul Ewing Arnstein & Lehr LLP    
Saul Ewing Arnstein & Lehr LLP is a full-service law firm that offers clients the national reach and sophisticated experience of a large firm and the local connections and value of a boutique firm. Our education attorneys are well-versed in counseling independent K-12 schools. We advise them on a variety of matters, such as:  internal investigations; board governance; labor and employment; tax; policies; real estate; crisis management; disputes and litigation; student discipline; student housing; and academic, medical and disability accommodations.
 Contact: Kathryn Beaumont Murphy, Counsel
 Address: Centre Square West
1500 Market Street, 38th Floor
Philadelphia, PA 19102-2186
 Phone: 215-972-1955 
 Fax: 215-972-2283
St. Clair CPA Solutions    
St. Clair understands financial accounting for educational institutions. Our experience and expertise with annual school audits spans over 30 years. We have earned the AICPA Advanced Single Audit Certification and are members of the AICPA Governmental Audit Quality Center as well as licensed New Jersey Public School Accountants (PSA). Our team receives CPE training on Governmental and Charter School Accounting as well as attend ongoing continuing education from state and national conferences. We are proud to be a valued and trusted resource for private, charter and public schools in Pennsylvania and New Jersey. Other services include free CPE programs on financial literacy for nonprofit Board members. The session is led by Frances Sperling Feldbaum, CPA, MBA.  Ms. Feldbaum is a frequent guest instructor with Business on Board through the Arts+Business Council of Greater Philadelphia. 
Contact:           Shelly Castorino, Director of Business Development
101 West Elm Street
Suite 500
Conshohocken, PA 19428
610.862.0090 Direct
Phone: 610.862.1998 Main
Fax: 610.862.3200

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