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 help individuals aged 50 plus with over $1 million in investments (excluding real estate) plan, invest, and enjoy retirement without the stress of money.
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.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.