Wealth Management, Delivered with Transparency and Objectivity
Covenant Wealth Advisors is an independent wealth management firm and fee-only financial planner built by financial planners, not product sales people. We specialize in retirement income planning and investment management for individuals age 50 plus and their families. As a registered investment advisor and fiduciary, we're required by law to always always put our client's best interests ahead of our own. As a fee-only firm, we never charge commissions or accept third-party payments. A culture of learning, teamwork, and dedication to always doing what's right for our clients drives Covenant's people.
Covenant Wealth Advisors by the Numbers
Years of Combined Experience
2019 Client Retention Rate