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.


Top 50 RIA

Financial Planning Magazine

2012, 2013

Top 100 Independent Financial Advisors


2014, 2015

Top 300 Registered Investment Advisers

Financial Times

Latest News

John Eadie named to Barron's 2015 Top Advisor List

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Covenant expands wealth management firm to Oklahoma City

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Covenant opens office in Austin, Texas

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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.