A complete list of active advisors currently associated with Covenant Financial Advisors, LLC

Warmer can help you find a great advisor at Covenant Financial Advisors, LLC or one who fits your needs even better.

Covenant Financial Advisors is an independent registered investment adviser that provides investment management, financial planning and consulting, and small‑business retirement plan services to individuals, pension and profit‑sharing plans, trusts, estates and other business entities. The firm manages approximately $12.15 million across roughly 46 client relationships and offers both discretionary and non‑discretionary account management. The firm’s investment approach emphasizes a balanced, long‑term framework that can be implemented through active management or strategic asset allocation, typically using exchange‑traded funds, mutual funds, stocks and bonds. Portfolios are constructed with consideration of each client’s financial situation, time horizon and risk tolerance, and the adviser employs fundamental, technical and cyclical analysis while monitoring accounts for changing circumstances. What distinguishes this firm is its integration with affiliated accounting and tax‑preparation practices operated by the firm’s principal, which can allow for coordinated tax and accounting advice alongside investment services (provided separately and disclosed to clients). The firm also offers ERISA retirement‑plan consulting, including nondiscretionary 3(21) advisory services such as investment assessment, lineup selection, employee education and vendor liaison—an advisory focus that is less common among independent firms of similar scale.

To learn more about the advisors currently working at Covenant Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.