Forbes Recognizes Ward Keever and Team as a 2024 Best-In-State Wealth Advisor

Forbes has recently recognized G. Ward Keever IV, CLU, ChFC, RHU, AEP, CFS, AIF, CKA®, President and CEO of Covenant Wealth Strategies and his team as a 2024 Best-In-State Wealth Advisor. This is the team's fourth consecutive year being recognized by Forbes.

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. 

"On behalf of the entire team at LPL, we are thrilled to extend our heartfelt congratulations to Ward for the well-deserved recognition from Forbes," exclaimed Julian Lopez, LPL's Executive Vice President of Independent Advisor Services Relationship Management. "This award showcases his dedicated efforts in guiding clients towards financial success."

"We are humbled and honored to be recognized by Forbes. Such recognition would not be possible without our amazing clients. We are thankful for the opportunity to serve. We are blessed to be able to do meaningful work, for people we care about, with people we care about," shared Ward.  

About Covenant Wealth Strategies

The team at Covenant Wealth Strategies offer comprehensive financial planning and investment strategies. We work with our clients to guide them in making informed financial decisions to positively impact their lives and the world in which they live. The team at Covenant works with a variety of clients including: individuals, families, business owners, executives, pre-retirees and retirees. We believe that all aspects of your life, including your financial life, can be aligned with your values. 

Please contact our Covenant Wealth Strategies' office at 302.234.5655 or contactus@covenantwealthstrategies.com 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.