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We Advocate for What is Most Important to You

Financial education, meticulous planning, & clear guidance for your family and your future.

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Lifelong Guidance

We're here for you, offering advice and support throughout all life's milestones.

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Your Journey Starts Here

We can help you bridge the gap between where you are and where you want to be.

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Our People

Our People

The advisors and support staff we’ve assembled possess complimentary backgrounds and skillsets, which culminate in exemplary service.

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Our Practice

Our Practice

The team a Covenant Wealth Strategies is a catalyst; striving to build financial security, see dreams fulfilled and create enduring legacies.

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Our Process

Our Process

Crafting a comprehensive financial plan involves understanding the overall financial objectives and designing a strategy that strives to build and preserve wealth over the course of a lifetime.

Go to Our Approach

What makes us different is our people, practice and process. Our people genuinely care about our clients. We strive to provide lifelong honest guidance, offering support throughout all life’s milestones. Our people have technical ability to do what you would expect and more. We have adapted industry best practices to create a consistent client experience that is striving to exceed your expectations through our proactive concierge service model. We have developed a process that puts every piece of the financial puzzle together to engage our financial professionals as our clients’ lives evolve.

"We are thankful all year for the quality of service you provide as well as the professional and personable way in which you do it."

- Jim

"We so appreciate our relationship with you and all of the staff at Covenant Wealth Strategies. Your organization is "top-notch" in experience and efficiency, but even more so, everyone is so caring, friendly, and faith-driven. It is a blessing to be connected with all of you."

- Jan

“It’s really comforting having your advice and support”

– John

"Congratulations on the continued excellence your entire Covenant team is delivering year after year. I know we’re in good hands, to help us manage through some very turbulent times"

– Jeff

"You and your team provide exemplary service to your clients."

– Alice

LPL
Top Advisor

Forbes 
Best-In State Wealth Advisor

Five Star
Wealth Manager

A Strong Foundation

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 fulfull the significance of our name through our personal approach to wealth management and our specialized,  comprehensive financial plans. Our team of knowledge wealth advisors and service professionals leverages expertise across multiple disciplines and partners with you to develop a clear, actionable plan that helps you pursue what matters most.

We invite you to discover the value of personal, unbiased investment advise as we work with you to design Strategies for your Success. 

Our Resources

Our Resources

Our resource center offers a broad spectrum of timely, informative articles written with you in mind. 

Our Blog

Our Blog

Keep updated on our latest timely and relevlant news, along with team updates.

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