Welcome to our site!

As financial professionals with Covenant Advisory Group, and active members of the North Carolina and South Carolina communities, we are dedicated to helping individuals and businesses build their financial futures. 

We strive to remain consistantly at the top of our field by honing and developing our professional skills. We regularly attend industry training, certification programs and continuing education.  Therefore our education, experience, and professional affiliations have fostered Covenant Advisory Group's practical approach to offering financial products and planning services to our clients. Rather than just recommending a combination of unrelated products, we'll consider your specific financial goals and investment objectives. Then tailor a custom game plan to help you get there. We are committed to helping our clients work toward their financial goals for themselves, their families, and their businesses by assisting them with strategies for asset accumulation, preservation, and transfer.

The term 'Covenant' defines our purpose; the highest and best form of relationship.A relationship that's personal, where client interests come first. A relationship that allows us to serve in every way possible. In doing so, we aspire to help people live better, and to make our world a better place to live.

To find out more about Covenant Advisory Group or to set up a meeting, please call one of our offices.

Forest City- 828-245-7242             Ballantyne- 704-540-2962

We look forward to working with you.