Talk to a Financial Advisor and Retire With Confidence

AWARDS & MEDIA

Personal financial planning. Meaningful relationships.

Covenant Wealth Advisors offers all the financial planning, investing, and advice you need to transition to and through retirement - whether you want to know when you can retire, maximize your retirement income, manage your investments, reduce taxes, or simplify your financial life. Enjoy a meaningful relationship with a financial advisor you can trust.

Financial Planning

Financial planning that helps you retire without the stress of money.

WHY FINANCIAL PLANNING?

• Maximize your income

• See your expected cash flow

• Reduces taxes and costs

Investment Management

Investment management that helps you preserve, grow, and utilize your wealth.

WHY INVESTMENT MANAGEMENT?

• Align your money with your life

• Reduce investment expenses

• Create investment income

Retirement Planning

Retirement planning that helps you get on track for retirement and retire with confidence.

WHY RETIREMENT PLANNING?

• Maximize your income potential

• See your cash flows in retirement

• Reduce taxes and more

Get Objective Advice From 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.

FIDUCIARY FINANCIAL ADVISORS

This means that our financial advisors are required by law to always put client interests first. 

FEE-ONLY COMPENSATION

Our fee-only financial advisors never earn hidden fees or commissions. This reduces conflicts of interest.

CREDENTIALED AND EXPERIENCED ADVISORS

Your team will include a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a CPA, and a client service manager

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.

98%

 Client retention rate

*2019 Client Retention

60+

Years of Combined Experience

170+

Families Served

Recent Blog Posts

Retire 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

Schedule Your Free, No-Obligation Consultation