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Covenant Advisors, LLC

Covenant Advisors

Giving Direction to Financial Success

We are committed to working with clients in order to achieve their personal vision of financial success.  We offer 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.

Articles & Advice

Are You Prepared for a Successful Retirement?

What are the most common characteristics for people who retire...

401(k) Plans Still Best

Why invest in a 401(k) plan?   First, the savings can be...

College Planning

The projected national average cost for a four-year state college...

Welcome To

Covenant Advisors, LLC

Covenant Advisors LLC was aquired by Legacy Consulting Group in 2015. Legacy Consulting Group is a financial planning firm and Registered Investment Adviser (RIA) located just north of Dallas in Plano, Texas (near Carrollton, Frisco and Allen).

We offer advice on investments, retirement, insurance, education funding, employee benefits, and estate planning. 

For additional information go to

Call for a complimentary initial consultation at 972-599-4750