Broker Check

Who We Are

We founded Covenant Investments & Management with a vision in mind: to build trusted relationships with clients and offer them lifelong financial guidance. Today, we continue to maintain this vision and are committed to showing our clients just how much we care about serving their best interests. We believe there are several reasons why our firm stands out:

Our Independence

As an independent firm, we have the freedom and flexibility to choose from a wide range of investment solutions. Without any conflicts of interest, we offer unbiased, fiduciary-based advice aligned with your best interests.

Financial Literacy

Rather than use technical language, we explain financial concepts and investment strategies and apply these to real-life situations. We want you to understand the reasoning behind our recommendations, to never hesitate to ask a question, and to feel comfortable with your plan and strategies.

Strong Relationships

We enjoy working closely with our clients, building trusted relationships and helping them stay on track as they pursue their financial goals. Our greatest passion is guiding you through the many milestones of life and playing a role in your life.

Customized Strategies

We are not a one-size-fits-all firm. Just as every person is unique, so are their goals, values, needs, and financial circumstances. Rather than try to fit you to a certain product, we personalize strategies that align with your objectives.

Fee Transparency

With something as personal and emotional as your finances, we understand that trust and transparency are essential. As a fee-based firm, our compensation is a fixed percentage of your accounts’ values. This means we are not persuaded or tempted to sell certain products that are not in your best interests, like our competition. Your success is our success. Whether it is a simple or complex financial plan, and whether you implement on your own or with us, our ongoing compensation is a fixed percentage of your account values.