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We are a team of skilled, multidisciplinary financial advisors driven by an honest passion, deep experience, and an ongoing commitment to helping you achieve your life goals.
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What We Do For You
Solutions for every phase of your financial journey
We provide highly personalized counsel and an integrated suite of financial management services so that our clients can maintain their lifestyles, nurture the next generation, and make their personal mark in the community.
Why Choose Us
Our Process
We use our unique Lifestyle. Legacy. Philanthropy.® process to help you define your life goals, determine how best to achieve them, and implement highly personalized strategies to help you create a richer life.
Our Culture
Our unique culture and core values are what set us apart. At Covenant, we strive to humbly provide insightful advice that address the greatest needs of our clients. Possessing a positive attitude and a grateful heart, we view our clients as friends and place their best interest before our own.
We really do it
We deliver more than just words... We work hard to deliver our clients detailed and actionable plans to achieve their life goals. In an industry filled with empty promises, we hope you will give us a chance to show you that we really do what we say we will do.
Our Clients
Areas of focus in which we've developed expertise
Contact Us
Our Offices
San Antonio | Boerne | Dallas | Oklahoma City
Tel: 210.403.5350
Start by filling out the form below, and one of our advisors will contact you. We offer telephone, videoconference, and in-person meetings for your convenience.