News & Events

 
 

News & Events

 
 

Latest News

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

Mission Trip to Senegal

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.

Awards

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

2016-2019

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

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