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.

About Covenant Advisors

Covenant Advisors is an independent financial planning firm in Richardson, Texas that is not associated with any mutual fund company, insurance company or broker/dealer.

Ron Turner is the Principle of Covent Advisors, LLC. Ron provides fee-only financial planning and investment advisory services to individuals, families, trusts, estates, and businesses. The firm’s custodian partner is Shareholder’s Services Group, serving independent registered investment advisors since 1978.

After working in telecommunications engineering and management for over thirty years, Ron desired to bring professional financial advice to corporate employees and small business owners, who like himself, desired to achieve their personnel goals. He has completed training in Financial Planning, Retirement Planning, Tax Planning, Insurance Planning and Estate Planning through the American College. He has presented workshops on basic investing principles and the use of 401(k) plans for corporate employees.

Ron is a member of the Financial Planning Association and is working towards the Certified Financial Planner (CFP®) designation, which is recognized as a premiere indicator of excellence in the personal financial planning industry.