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Ward Recognized For The 3rd Consecutive Year As A Forbes Best-In-State Wealth Advisor
Wilmington, DE — April 27, 2023
s recently recognized G. Ward Keever IV, CLU, ChFC, RHU, AEP, CFS, AIF, CKA
, President and CEO of
Covenant Wealth Strategies
as a 2023 Best-In-State Wealth Advisor. This is his third 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 and assets under management.
“On behalf of LPL, I couldn’t be more honored to congratulate Ward and his team for this distinguished industry recognition from
,” said Julian Lopez, LPL Executive Vice President, Independent Advisor Services.
With more than thirty years in the financial service industry, Ward has become a leader in providing a high-quality experience for clients. Ward and his team continue to be laser-focused on adding value and making a meaningful impact in the lives of their clients.”
“We are humbled and honored to be recognized by
. We are thankful for the opportunity and would like to express our sincere appreciation to our clients who make such recognition possible. We are blessed to be able to do meaningful work, for people we care about, with people we care about,” expressed 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. Covenant works with a variety of clients from different backgrounds including families, business owners and individuals. 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
if you are interested in learning more about how we can serve your financial well-being.
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.
and Covenant Wealth Strategies
are all separate entities.
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
nor SHOOK Research receives a fee in exchange for rankings.