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.
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.
Forest City: 828-245-7242Ballantyne: 704-540-2962
We look forward to working with you.
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.
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.
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.
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.
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.