Christian Financial Advisor | Faith-Based Wealth Management & Planning

Faith. Family. Finances.

At Covenant Financial Group, we empower you to enjoy the present and confidently plan for the future with Christ-centered financial advisory services. We assist with financial planning, investment strategies, and wealth preservation, helping to nurture peace of mind and lasting prosperity.

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Work With the Best

No matter how complex your investing situation is, we can help.

Meet the Team

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

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New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

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Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

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Faith Based Investing

Aligning your investments with your faith ensures your financial decisions reflect your values, allowing you to grow wealth with purpose while honoring your Christian beliefs—let’s explore how we can guide your journey.

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Service Is At The Core Of What CFG Stands For

If timely and precise solutions are not supported by a commitment to serve your interests, most any old financial advisory group will do. At CFG, we believe that our innovative ideas must be in line with what matters most to you or they become our interests, and not yours. Find out for yourself how our idea of service always benefits you and your family’s financial goals.

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Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Assess

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Strategize

Our team will present unique financial strategies designed to match your investor profile.

STEP

3

Implement

Life changes? Market volatility? We’ll keep your financial objectives on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Covenant Financial Group Is Process Driven, Not Product Driven

Since no two individuals view financial health through the same lens, doesn’t it make sense to create a financial plan that reflects your priorities; your goals; and your family’s goals?

At CFG, we champion your ideas and your situation to help you achieve what’s important to you. Our objective analysis is in service to those goals. And we know that without an advocate, who works to keep you on course through life’s twists and turns, a plan can end up being just a piece of a paper.

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