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Covenant Advisors, LLC

Covenant Advisors

Giving Direction to Financial Success

Covenant Advisors, LLC is an independent financial planning firm.  We are committed to working with clients in order to achieve their personal vision of financial success.  We offer goal-oriented financial planning, retirement planning, and portfolio management on a fee-for-service basis.

We firmly believe that every client is entitled to an objective assessment of their financial goals and resources.  We act as a fiduciary, on behalf of our clients to ensure their vision of financial success always comes first.

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Welcome To

Covenant Advisors, LLC

Covenant Advisors LLC is a financial planning firm and Registered Investment Adviser (RIA) located just north of Dallas in Richardson, Texas (near Plano, Garland and Allen).

We offer advice on investments, retirement, insurance, education funding, employee benefits, and estate planning. Our unique qualities are:

  • Fee-Only - We receive no commissions or product-based compensation. Our fees are presented to you prior to all engagements. We are paid solely and directly by our clients for impartial advice.
  • Implement On Your Own or With Our Help - You choose whether to implement our recommendations on your own or with our help.
  • Fiduciary - A fiduciary is a professional who is legally bound to serve the interests of his clients. Many financial providers are not fiduciaries. Covenant Advisors is a fiduciary.
  • Only Pay for the Service You Need – You can select Financial Planning in modules as needed. Get a comprehensive retirement plan or just a pre-retirement check-up to make sure you are on track.
  • Independent Advice – Since our firm is not in the mutual fund or insurance business, we do not offer any proprietary products that compensate us. Covenant Advisors is an independent advisory firm. We seek the lowest cost plan components for your specific needs. Our partner custodian offers stocks, bonds and over 1100 mutual funds we can use to build your customized portfolio.



Call for a complimentary initial consultation at 972-664-9533

 

Securities offered through Shareholders Services Group, Inc,
Member FINRA/SIPC/Registrant of the MSRB