Richer Lives

We exist to enable you to live a fuller and more meaningful life. Our team sets out each day to unburden individuals and families from the daily cares of financial management to empower them to pursue their passions and interests.



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.


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

Corporate Executives

Need advice in understanding company's complex compensation packages

Business Owners

Need a risk management plan that protects what has been achieved with hard work


Require support in understanding the complexities created in prior planning

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.

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