Planning with Purpose
Covenant Family Wealth Advisors' financial and business professionals help guide families through the technical and emotional aspects of managing wealth and business succession, using a Christian perspective that is rarely found in traditional planning. We use a unique process to help you develop a personal Holistic Stewardship Plan that encompasses financial advising, estate planning, investments, family business transition and philanthropy.
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On May 10th leaders and leaders-to-be will gather for the live broadcast of this year’s Chick-fil-a Leadercast. Covenant is pleased to host this event and invites you to join us for an unforgettable day of inspiration, learning, networking and more.
Covenant has always focused on addressing not only the financial and technical elements of a family's capital, but also the key aspects of human and social elements, which can at times remain overlooked.