December 2019
Covenant Named to 2019 Invest in Others Charitable Champions List
Covenant has been announced as one of twenty financial advisory firms selected for the Invest in Others Charitable Foundation’s 2019 Charitable Champions List. The Charitable Champions List recognizes advisory firms for their exemplary efforts to give back to their communities by promoting a culture of philanthropy amongst employees and financial advisors. Applications were evaluated on criteria including employee benefits, company contributions, and philanthropic events and programs offered by the firms.
June 2019
Covenant Completes Acquisition of Eggerss Capital Management
Covenant Multifamily Offices, LLC announced the successful completion of its acquisition of Eggerss Capital Management, a financial planning and investment advisory firm located in Boerne, Texas. Effective May 1st, Eggerss Capital Management has initiated their transition to the Covenant brand.
May 2018
Every year, Covenant founder and managing director John Eadie, and his wife Beth, sponsor a Covenant employee to participate in a medical mission trip to Senegal. This trip is led by Dr. Linda Hearne from the University United Methodist Church in San Antonio. Read here about wealth advisor Oliver Norman’s experience and takeaways from his journey earlier this year.
March 2018
ScratchWorks Puts Focus on FinTech at Barron’s Top Independent Advisors Summit
ORLANDO, Fla.– ScratchWorks, a FinTech accelerator that connects tech startups with wealth management leaders to advance the digital transformation of the financial services industry, today announced the finalists in its FinTech startup competition. Three finalists will pitch their respective companies to the ScratchWorks founders during a live event at the invite-only Barron’s Top Independent Advisors Summit.
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July 2017
Covenant named one of Best Places to Work in San Antonio
Covenant ranked #9 in the 2017 Best Places to Work by the San Antonio Business Journal.
Best Places to Work
San Antonio Business Journal
2016-2017, 2020
Top 10 Financial Planning Firms in San Antonio
San Antonio Business Journal
2012-2013, 2016-2020
Top Money Management Firms in San Antonio
San Antonio Business Journal
2016-2020
Top 25 North Texas Wealth Management Firms
Dallas Business Journal
2016-2020
Top RIA
Financial Advisor Magazine
2012-2018
300 Top Registered Investment Advisors
Financial Times
2014-2017
America's Top 1,200 Financial Advisors - No. 14 in Texas
Barron's
2015-2017
Top Wealth Manager in Dallas
D Magazine
2015-2017
Corporate Philanthropy & Nonprofit Award
San Antonio Business Journal
2016
Five Star Wealth Manager
Texas Monthly
2011-2016