Founded in 2012, Covenant Wealth Strategies is a Registered Investment Adviser (RIA) firm based in Edmond, Oklahoma. The company operates on a fee-only basis, meaning it is compensated solely by its clients and does not receive commissions for selling financial products, which aligns with its fiduciary duty to act in its clients' best interests. Their services encompass personalized financial planning, retirement planning, investment management, and estate planning, aiming to help clients achieve their long-term financial goals through a disciplined and evidence-based approach.

Founded in

United States