Covenant Wealth Advisors
Covenant Wealth Advisors is an independent, FEE-ONLY (no commissions), investment advisory firm specializing in helping people prepare for, and transition into, retirement. We provide clients with ongoing financial planning and investment management services governed by a strict adherence to four fundamental rules that we believe all investors should follow as they pursue financial success:
- Work with a fee-only Certified Financial Planner™ (CFP).
- Develop a written comprehensive financial plan and review it with your advisor every six months.
- Create an investment policy statement as the foundation for making initial and ongoing investment decisions.
- Purchase only low-expense, no-load financial products (mutual funds, annuities, and life insurance).
We believe our success is measured by the quality of advice you receive.
If you succeed, we succeed.