AWARDS AND MEDIA*
Enjoy a Relationship with a CFP® Professional Who Specializes in Retirement Income Planning
Trust. Objectivity. Experience. These are just a few of the words that will come to your mind when partnering with Covenant Wealth Advisors.
How Does Covenant Wealth Advisors Stack Up?
Here's how Covenant is different from other types financial advisors.
*The characteristics and services above are only estimates based on what we generally see in the market place. Services and characteristics may differ by firm and there is no guarantee that our representation of other types of advisors is inclusive of every situation. Be sure to inquire about the services provided by any advisor prior to engaging in a relationship.
97%
Client retention rate
*2023 Client Retention
$631+ million
assets under management as of 09/30/2024
18+ Years
Average industry experience per CERTIFIED FINANCIAL PLANNER™ Professional
