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.