Welcome to Covenant Wealth Advisors

Covenant Wealth Advisors is an independent, fee-only advisory firm that provides objective financial counsel and investment management. We work with individuals, retirement plans, and trusts throughout the United States. Our fiduciary role is to assist clients in managing and preserving their wealth. We have long-standing relationships with many of our clients. Over the years our counsel has helped them educate children, achieve retirement goals, enhance their charitable giving and develop estate planning strategies. We would welcome the opportunity to talk with you about your goals and vision for the future.

Let us help you achieve your financial goals and peace of mind

Success brings challenges. As your assets grow, life doesn’t get simpler, it gets more complex. You need a strategy to help navigate the risks and rewards of wealth. We can help.