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Financial strategies that adapt to your evolving life

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

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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.

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial planning


Asset management


Estate planning strategies

Estate planning

Risk Management


CAG - Forest City

Managing Partner Nick Elliot and Financial Planner Jim Bross welcome Clients, new and old, to the Forest City location.

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CAG - Ballantyne

Leading the Ballantyne location is Sandy Solomon Retirement Planning Specialist, Financial Consultant ChFC, CLU, RICP, Angela Polina and staff. Click the link below to contact our office and learn more.

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Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

Meet our team

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.