We're Financial Advisors Who Help You Retire With Confidence
Talk to a fee-only financial planner and advisor about how to tie your financial plan to your life plan.
FEATURED IN:
Financial Planning Services That Help You Enjoy Life
Retirement planning that helps you maximize your income in retirement.
RETIREMENT PLANNING SERVICES
-
Retirement cash flow
-
Social security analysis
-
Pension & executive benefits
Investment management that helps you preserve, grow, and utilize wealth.
INVESTMENT MANAGEMENT SERVICES
-
Risk-managed investing
-
Asset allocation
-
Investment income
Find out how to reduce your taxes through tax planning strategies, deductions, and credits.
TAX PLANNING SERVICES
-
Tax Efficient Retirement Income
-
Tax Reduction Strategies
-
Tax Planning
Live the Life You Want With a Fee-Only Financial Planner You Can Trust
Enjoy a relationship with a credentialed CERTIFIED FINANCIAL PLANNER who always put your interests first, never receives commissions, and is focused on helping you accomplish your goals.
The best financial advisors tie your financial plan to your life plan
You don't have to go it alone. When you partner with Covenant Wealth Advisors, you get more than investment advice. You get a team of experienced CERTIFIED FINANCIAL PLANNER™ professionals who are passionate about helping you live your best life. The numbers below are just a few of the reasons individuals choose us.
150+
Families Served
98%
Client retention rate
*2019 Client Retention
15 Years
Average Financial Advisor Experience
Recent Blog Posts
Get Started with Covenant Wealth Advisors Today
With advice and guidance to make your retirement more achievable, getting started with a fiduciary financial advisor and fee-only financial planner has never been easier.
Katherine Fonville
Founder and Fee-Only Financial Advisor
Start Here to See if We Can Help.
Let us help you enjoy life without the stress of money.
