Advisor and Co-Founder
Covenant Wealth Management provides comprehensive asset management and financial planning for individuals, families and businesses. Our guiding principle, consistently followed since our founding in 2010, is to put our clients’ interests first. We are honored by the trust and confidence our clients place in us!
Although we are proudly independent, we do not stand alone. At Covenant Wealth Management our independence is powered by LPL Financial, a leading financial services company and the largest independent broker/dealer in the nation*. Additionally, we are affiliated with Independent Financial Partners, an SEC-registered investment advisory firm supporting a network of independent financial advisors throughout the United States.
More importantly, as registered financial professionals we are subject to all the oversight, rules and regulations of the Securities Industry.
*As reported in Financial Planning magazine 1996-2017, based on total revenues.