Make a lasting social impact. Make a difference.


Confidently pursue what matters most to you.


Leave nothing to chance. Leave it for those you care about most.

2012, 2013

Top 100 Independent Financial Advisors


2014, 2015, 2016

Top 300 Registered Investment Advisors

Financial Times


Best Places to Work

San Antonio Business Journal

Latest News

Covenant named one of San Antonio Business Journal's Best Places to
Work in 2016

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Covenant taps new Director of Business Development

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John Eadie named to Barron's 2016 Top Advisors List

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About Covenant

Covenant was founded, built and structured expressly around understanding and meeting the complex financial needs of our client families. We help our clients maximize the potential of their human, intellectual and financial capital by providing highly personalized counsel and an integrated suite of wealth management services. Our mission is to unburden clients from the daily cares of financial management and position them to maintain their lifestyles, nurture the next generation, and make their personal mark in the community.

Experience the Covenant difference.