Annapolis, MD Office
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CovingtonAlsina
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Firm-wide stats for CovingtonAlsina
About
CovingtonAlsina provides advisory services to individuals, high-net-worth individuals, and pension or profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm also assists clients in selecting independent managers and offers tax preparation and related services through an in‑house CPA as an optional service.
The firm tailors Investment Policy Statements to each client and uses fundamental analysis and modern portfolio theory to guide long‑term and short‑term trading decisions, documenting risk tolerance and asset allocation for ongoing monitoring. Clients are required to use the SEI Private Trust platform when the firm manages accounts, and CovingtonAlsina performs initial and ongoing oversight of any independent managers it recommends.
CovingtonAlsina’s brochure lists its CRD number (326810) and refers readers to the SEC’s adviserinfo site, and the firm also advertises third‑party ratings and provides periodic educational seminars and workshops to clients and the general public — practices that are less common among peer team firms. The firm’s packaged Core and Choice financial planning services (including items such as Everplans setup, discounted tax projections, and varying levels of ongoing planning support) and its in‑house CPA offering tax prep are additional features that distinguish its service mix.
Based on CovingtonAlsina
Location
67 West Street, Suite 200
Annapolis MD 21401
Advisors at this office
3
Advisors at this office
Nicole M
Series 65
Annapolis, MD
CovingtonAlsina
Nicole Mulea is a Series 65-credentialed advisor with CovingtonAlsina, bringing three years of industry experience. She has been with the firm since 2021. Outside of advisory work, she is an independent licensed insurance agent. CovingtonAlsina serves individuals, high-net-worth clients, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm uses fundamental analysis and modern portfolio theory to inform investment decisions and offers services including tax preparation through an in-house CPA and customized financial planning.
John G
Series 65
Annapolis, MD
CovingtonAlsina
John Grant is a financial advisor at CovingtonAlsina with a Series 65 credential and two years of industry experience. His prior roles include positions at Worthington Financial Partners and Great Valley Advisor Group, as well as work in education at Towson University, Virginia Tech, and Parkside High School. He serves as Treasurer and Board Member for The Summit School, an institution supporting children with dyslexia and other learning differences. CovingtonAlsina manages approximately $189 million for around 470 clients, including high-net-worth individuals and pension plans. The firm provides discretionary portfolio management, financial planning, and pension consulting, employing fundamental analysis, modern portfolio theory, and a mix of direct and third-party management across a broad range of securities and alternative investments.
Heather A
CFP®
Annapolis, MD
CovingtonAlsina
Heather Anthony is a CFP® with CovingtonAlsina in Annapolis, MD, bringing experience from roles at The Colony Group LLC and Bridgewater Wealth & Financial Management. She joined CovingtonAlsina in 2025 and has been with the firm since then. CovingtonAlsina provides advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm customizes Investment Policy Statements and employs fundamental analysis alongside modern portfolio theory to manage client portfolios.
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