Forbes Recognizes Covenant Wealth Strategies As A 2026 Best-In-State Wealth Advisor

Covenant Wealth Strategies is very excited to announce that Forbes has recognized President and CEO, G. Ward Keever IV, CLU, ChFC, RHU, AEP, CFS, AIF, CKA, CEPA®, and the team at Covenant as a 2026 Best-In-State Wealth Advisor for the sixth consecutive year.

The annual ranking spotlights the nation’s top-performing advisors, evaluated based on criteria* that includes industry experience, client retention, nominations, track record of success and assets under management. 

“We extend our congratulations to Covenant Wealth Strategies for the well-deserved recognition from Forbes,” said Peter Vincent, LPL’s Executive Vice President and Head of Field Management. “This award highlights the team's dedicated efforts in guiding clients towards financial success, while helping them add inspiration and meaning to their lives and legacies. LPL is steadfast in our support of ambitious firms like Covenant, equipping them with sophisticated investment solutions, advanced technology, and extensive resources to provide unparalleled service and experiences for their clients,” said Peter.

"We care deeply about the relationships we’ve been given the opportunity to build. Walking alongside our clients, understanding what matters most to them, while helping them pursue their goals is work that we value each day. We’re truly grateful for this recognition, and even more so for the relationships and clients that make it possible,” said Ward.

At Covenant Wealth Strategies, we offer comprehensive financial planning and investment strategies, grounded in a deep understanding of what matters most to each client. We work closely with individuals, families, business owners, and executives, including those preparing for or living in retirement, to bring clarity and direction through each stage of life.

Please contact us if you are interested in learning more about how we can serve your financial well-being.

Disclosures:

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. LPL routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of their website.

LPL Financial, Forbes and Covenant Wealth Strategies are all separate entities.

*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.