Covenant Financial Planning And Resource Management, Inc.

Overview

Covenant Financial Planning And Resource Management, Inc. is a small, owner-operated advisory firm focused on fee-based financial planning and discretionary portfolio management for individuals and small businesses, supplemented by educational seminars and workshops. The firm combines a percentage-of-AUM billing model with hourly charges, which fits a hybrid advice model that can serve both ongoing investment management clients and one-off planning engagements. The firm’s filings show a limited footprint and a concentrated asset base, which suggests a boutique practice that emphasizes personalized relationships rather than scale-based product distribution. Covenant is not an active ESG investor, does not position itself as a pension consultant, and is not organized as a multi-state adviser or capital allocator.

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Location & Offices