High net-worth Christian families doing business and wealth successfully through the generations.
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Living Generously



You have strong values, and charitable gift-giving is important to you. However, it is also a responsibility that requires careful planning and intentional choices. With the right stewardship and charitable giving plan in place, you can make an enormous difference in the lives of people now – and extend your generosity far beyond your lifetime. Covenant will provide life counsel to discover what is most important to you philanthropically, and help you make the best use of your gifts in all three essential areas of gifting and philanthropy: time, talent and resources.


Covenant can provide many services to assist with your philanthropic planning including the creation of a Donor Advised Fund through the Covenant Foundation.

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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.

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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