Covenant Wealth Strategies

"Covenant Wealth Strategies is the consummate high-touch, deeply knowledgeable, personal and family wealth management advisor. They combine intelligence, deep domain expertise, practical wisdom, thoughtful counsel, and excellent teamwork. Most of all, they are of unimpeachable character, above reproach, wholly trustworthy. It’s an honor to give them my highest personal recommendation."

"My husband and I first met with Ward and Dan at Covenant Wealth Strategies in July 2021. We were looking for financial guidance as we approach retirement age and have gotten so much more! Each team member at Covenant is responsive, professional and caring. It is so nice to call and have someone you truly know answer the phone. Covenant takes a holistic approach to advising meaning they ask all the right questions regarding your family, priorities, goals and then give easy to understand, personalized steps to meet those goals. When needed, they have referred us to other professionals they have built trusted relationships with for estate documents and tax advise. Not only has this experience given us peace of mind and encouraged us in our future plans, but we are better informed to have important financial conversations with our kids. I would highly recommend calling and starting a conversation with Covenant, no matter where you are in your journey."

"We had been considering getting a Financial Advisor for more than a decade. Covenant Wealth Strategies was recommended to us by a friend and now that I know what a financial advisor could be, I regret not establishing this relationship years ago. We are extremely satisfied with the time, attention and genuine investment in getting to know our lives, our family and helping us plan for it all. I can sincerely say that after working with this team for "

"We have been clients of Covenant Wealth Strategies since it was founded over twenty years ago and we have been extremely satisfied with Ward Keever IV and his team since day one. In many ways they feel like “family“—full of goodness, genuine interest and compassion. They have always given us confidence and peace of mind that our finances were under control, even through the turbulent times (e.g., the Great Recession). Thanks to Covenant’s wisdom, knowledge, and excellent management of our retirement accounts, we were able to take early retirements sixteen years ago and we continue to be grateful every day for this wonderful season of our lives. Not only do we share a financial relationship, we also have developed a faith bond with Covenant and this makes us even more certain that this was and still is the best place for us."

"Covenant has been a huge asset to my family since joining with them. They are not simply a money manager, but a full financial planning firm. Their analysis of our expenses, insurance coverages, legal documents, etc. was integral in building out a tangible plan for our financial future. We work directly with Bill Lloyd on their team, who is knowledgeable, informative and very transparent. Their whole team is prompt to reply and assist however they can. I could not give a higher recommendation, and will not put my money anywhere else!!"