Forbes Recognizes Ward Keever and Team as a 2025 Best-In-State Wealth Advisor
Forbes has recently recognized G. Ward Keever IV, CLU, ChFC, RHU, AEP, CFS, AIF, CKA, CEPA®, President and CEO of Covenant Wealth Strategies and his team as a 2025 Best-In-State Wealth Advisor. This is the team's fifth 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.
"This award highlights Ward's dedicated efforts in guiding clients of Covenant Wealth Strategies towards financial success, while helping them add inspiration and meaning to their lives and legacies. LPL is steadfast in our support of ambitious advisors like Ward, equipping his team with sophisticated solutions, advanced technology, and extensive resources to provide unparalleled service and experiences for their clients,” said Peter Vincent, LPL’s Head of Advisor Client Success and Field Management.
"We are deeply honored to receive this recognition for a 5th year in a row. This achievement is a reflection of the trust and loyalty of our clients. We are sincerely grateful for the opportunity to walk alongside them and help navigate their financial journeys. Our clients inspire us every day, and their continued confidence makes everything we do possible," said 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 the best decisions, including investment decisions are made within the context of a complete and through understanding.
Please contact us if you are interested in learning more about how we can serve your financial well-being.
Disclosure
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.