Covenant Wealth Advisors
We believe in helping individuals and families enjoy life without the stress of money.
FEATURED IN:
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
50
Years of Combined Experience
140+
Families served
98%
2019 Client Retention Rate
Our Team
We are driven by our values
