Office Closure in Observance of Juneteenth
Juneteenth is a celebration of freedom, marking the day when slavery was constitutionally abolished in the United States.
Inflation Remains in Focus
6/12/26 - Investors received two closely watched inflation reports this week that provided important insight into the current economic environment and the potential path of interest rates.
Beware of Fake Tech Support Scams
Many victims report that the situation seemed legitimate at the time, only recognizing the warning signs after the interaction had occurred.
National 529 Day - Planning Ahead For The Next Generation
5/29/26 - Proactive planning remains one of the most meaningful gifts that families can provide to the next generation. Preparing early can help create greater flexibility and confidence when future educational opportunities arise.
Covenant Welcomes Ayden To The Team!
5/18/26 - Ayden brings a positive attitude, strong work ethic, and a genuine passion for serving others, while contributing thoughtfully to both our team and client experience.
Smart Financial Steps for the Class of 2026
5/15/26 - Whether you're a graduate, a parent, a grandparent, or a mentor, this is a moment worth honoring — and a perfect time to share practical wisdom for the journey ahead.
Forbes Recognizes Covenant As A 2026 Best-In-State Wealth Advisor
5/1/26 - The annual ranking spotlights the nation’s top-performing advisors.
Guiding Conversations That Build Heritage
We invite you to watch as Ward Keever and Dave Walker from our team openly share how legacy, and heritage planning go beyond financial matters to create lasting meaning for the families we serve.
What Is Your Business Really Worth—And Why?
It is inevitable that at some point in the future, the ownership of your business will change - either by choice or by force. Without a clear plan for the future, business owners risk leaving significant value on the table.