Wilmington, DE — March 3, 2021 — 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 2021 Best-In-State Wealth Advisor. This is the team's first year being recognized by Forbes.
According to Forbes, the annual list spotlights the nation’s top-performing advisors. Criteria for this award is evaluated based on a developed methodology including: personal interviews, industry experience and revenue trends, among other criteria.
“On behalf of LPL Financial, we congratulate Ward and his team for being recognized on this year’s Forbes Best-in-State Wealth Advisors list. This past year has demonstrated that strong financial advice cannot be underestimated. We recognize Covenant Wealth Strategies for going above and beyond in delivering personalized financial advice and helping clients pursue their long-term wealth management goals," said Angela Xavier, LPL Executive Vice President, Independent Advisor Services.
See the full list of LPL advisors ranked on this year's Forbes Best-In-State
"To be recognized as a top advisor in the country by Forbes is truly an honor. We are grateful for the opportunity and would like to express our sincere appreciation to our clients who make such recognition possible," said Keever.
About Covenant Wealth Strategies
Covenant Wealth Strategies offers independent and comprehensive financial planning and investment strategies. As our clients’ most trusted advisor, the team at Covenant Wealth Strategies is a catalyst, striving to build financial security, see dreams fulfilled and create enduring legacies. Our clients’ success and well-being is our number one priority, as we strive to put them in a position of strength to make educated decisions and achieve their goals.
Please contact our Covenant Wealth Strategies' office at 302.234.5655 or firstname.lastname@example.org if you are interested in learning more about how we can serve your financial well-being.
LPL Financial, Forbes magazine 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