Our People
We offer boutique-level, personalized service guided by an experienced team whose diverse
backgrounds and knowledge strengthen the care we bring to every relationship.
Our Practice
As a leading financial planning firm,
our practice is rooted in a values based
approach. We can help you align your goals with your assets and steward your resources with intention and purpose to maximize your impact.
Our Process
We work together to understand your needs and craft a holistic and comprehensive financial plan that includes our 5 steps to strategically align your values, assets, and goals.
A Strong Foundation
At Covenant Wealth Strategies, we're passionate about building client relationships on a firm foundation of trust, experience and exceptional service - a fact that becomes evident as soon as you walk through our doors. Founded in 1999, we are an independent advisory firm, which strives to fulfill the significance of our name through our personal approach to wealth management and our specialized, comprehensive financial plans. Our team of knowledgeable wealth advisors and service professionals leverage expertise across multiple disciplines and we partner with you to develop a clear, actionable plan that helps you pursue what matters most.
We invite you to discover the value of personal, independent investment advice as we work with you to design Strategies for your Success.
Guiding Conversations That Build Heritage
We believe that purposeful planning is a powerful way to preserve what matters most, foster connection across generations, and help to ensure your legacy is understood and honored.
Preparing heirs for wealth—both the benefits and the responsibilities that come with it— requires aligning on values, communicating openly, and cultivating a sense of unity and heritage.
Our Blog
Keep updated on our latest timely and relevant news, along with team updates.
Our Resources
Our resource center offers a broad spectrum of timely, informative articles written with you in mind.