High net-worth Christian families doing business and wealth successfully through the generations.
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Our Mission & Values


Our Mission and Values

Through strong partnerships and trusting relationships, we provide strategic financial planning, business succession planning and life counsel. We challenge and support clients to live intentionally and generously in line with their Christian values and God-given resources of time, talent and treasure.


In every action and every decision.
Proverbs 10:9


The details matter.
Colossians 3:23


Praying, listening, discussion, and seeking God in His Word.
Proverbs 3:5-6

Plans fail for lack of counsel, but with many advisors they succeed.
Proverbs 15:22


Displayed through every interaction.
Matthew 20:26-28


Faithful to the Word of God in all advice, actions and strategies.
Psalm 119:105

Family. Wealth. Harmony.®

Covenant Family Wealth Advisors' certified financial advisors and business succession planning experts help guide families through the technical and emotional aspects of managing wealth, estate planning and business succession. Our experienced financial management team uses a Christian perspective that is rarely found in traditional financial planning, and we work closely with you to develop a personal Holistic Stewardship Plan that encompasses financial planning, estate planning, family business transition and philanthropy.

Biblical Perspective

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Dear Clients,

In recent days, it has become increasingly evident that we are experiencing an unprecedented event around the world. The speed at which our lives have been turned upside down is breathtaking. At Covenant, we are doing our best to continue serving our clients while taking precautions to stay safe and reduce the risk of further spread of the virus. We value each of you and count it a privilege to serve you. Amidst this most trying time, we are available to discuss any concerns you may have pertaining to your finances or business. Please do not hesitate to contact us. Although the challenges are significant, we are confident we will all get through this and that brighter days are ahead.

May we each be wise, discerning and quick to help those who need it.

The Covenant Team