Covenant Wealth Strategies Email Format
Financial ServicesDelaware, United States11-50 Employees
Covenant Wealth Strategies is a financial services firm that provides comprehensive, values-based financial planning for families, executives, and business owners. With more than 25 years of experience, it aims to support decisions through a thorough understanding of each client's goals, viewing wealth as connected to purpose and legacy. The firm offers independent guidance that goes beyond financial metrics to address what matters most to clients. Based in Wilmington, Delaware, the firm operates with a small to midsize team serving clients seeking long-term planning. Securities and advisory services are offered through LPL Financial, a registered broker-dealer and SIPC member. In February 2022 Covenant Wealth Strategies announced a partnership with Hartford Funds to broaden its service capabilities.