A complete list of active advisors currently associated with Covenant Wealth Advisors

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

Covenant Wealth Advisors provides personal financial planning and investment management to individuals, families, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive or modular planning, portfolio management, and coordination of outside subject-matter experts (e.g., CPAs, estate attorneys), and generally operates with a $1,000,000 family account minimum that it may waive in certain cases. The firm’s investment approach is grounded in Modern Portfolio Theory and long‑term asset allocation, emphasizing the use of passively managed mutual funds and ETFs from providers such as DFA, Vanguard, and Avantis with periodic rebalancing. For many clients, Covenant implements customized model portfolios and outsources operational portfolio monitoring, trading, and re‑optimization to a third‑party manager and platform (Focus Partners Advisor Solutions). Noteworthy operational features include client-facing advertising activity — the firm receives advertising revenue from CWA‑branded social media channels and discloses the use of testimonials in its advertising — and formal third‑party arrangements with Focus, which provides SA Funds and shares in certain tool and event costs. Covenant also documents an explicit client refund policy allowing clients to request a full refund of advisory or financial planning fees within 180 days, a service guarantee that is not universally offered by peers.

To learn more about the advisors currently working at Covenant Wealth Advisors, 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.