At Covenant Wealth Management, we believe long-term partnerships are the key to financial well-being. Since 2010, we've specialized in providing comprehensive financial planning and asset management for individuals, families, and small businesses. Our approach is rooted in objective advice, diligent research, and a relentless dedication to each client’s unique goals.
We take pride in offering tailored investment strategies designed to promote steady, reliable growth. Whether you're planning for retirement, managing risk, or growing your business, our team is here to guide you every step of the way.
Our services include:
Financial Planning
Asset Management
Qualified Retirement Plans (401(k), Profit Sharing, 403(b), Cash Balance)
Employer Sponsored Retirement Plans (SEP, SIMPLE)
Retirement Accounts (IRA, Roth IRA, Annuities)
Risk Management (Life & Long-Term Care Insurance)
Education Savings (529 Plans, Coverdell ESA)
Covenant SOS™ – Our Second Opinion Service
We’re proud to build trusted relationships that span generations. Contact us to learn how our experienced team can help you achieve your financial goals.
Compliance Disclosure: Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Covenant Wealth Management are not affiliated.
Third party posts found on this site do not reflect the views of IFP and have not been reviewed by IFP as to accuracy or completeness. FINRA: www.finra.org. SIPC: www.SIPC.org
Company Details
- Employees
- 4
- Founded
- -
- Address
- 2622 Nw 43rd Street, Suite B4, Gainesville,florida 32606,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.covenant-wealth.com
- HQ
- Gainesville, Florida
- Competitors
- Simmons & Associates, Inc., FlexGen.
Covenant Wealth Management Questions
Covenant Wealth Management's website is http://www.covenant-wealth.com
Covenant Wealth Management's LinkedIn profile is https://www.linkedin.com/company/covenant-wealth-gainesville
Covenant Wealth Management has
4 employees.
View email and phone details for 4
employees at Covenant Wealth Management.
Covenant Wealth Management's industry is
Financial Services
Covenant Wealth Management's top competitors are
Simmons & Associates, Inc.,
Flexgen.
Covenant Wealth Management's categories are Financial Services
Covenant Wealth Management's founding year is 2010
