Our Firm

Independence Matters

Covenant Wealth Management is an independent wealth management firm. We offer comprehensive asset management and financial planning for individuals, families, and businesses. We provide excellent client service and expert advice without the conflicts of interest often found with brand-name brokerage firms. Our client’s best interest is our first and highest priority – this is our guiding principle, rooted in our culture and demonstrated daily.

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.

We’re certain that you’ll be impressed with the depth of our expertise, and the strength of our commitment.

Choose Covenant Wealth Management, experienced professionals who are on your side; who truly care whether your investments are right for you!

* As reported in Financial Planning magazine 1996-2011, based on total revenues.