Covenant Wealth Management

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United States
Gainesville, FL
Covenant Wealth Management

Helping clients achieve financial well-being through trusted financial planning & asset management. IFP and Covenant Wealth Management are not affiliated.

At Covenant Wealth Management, we’re committed to guiding individuals, families, and small businesses toward financial well-being. Since 2010, we've provided objective advice and comprehensive financial planning services designed to meet each client’s unique goals. We specialize in tailored asset management, retirement plans, risk management strategies, and more. Our disciplined, client-first appr

oach ensures that every conversation, every meeting, and every strategy is focused on your financial success. Discover the power of long-term partnerships, honest communication, and personalized guidance. Contact us today to learn how Covenant Wealth Management can help you plan for your future. Compliance Disclosure: Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. Third party posts found on this site do not reflect the views of IFP and have not been reviewed by IFP as to accuracy or completeness. FINRA: www.finra.org. SIPC: www.SIPC.org

09/04/2026

We notice the headlines that agree with us and skip the ones that don't. Here's how that quietly shapes bad investment decisions.

09/02/2026

Net worth, savings rate, runway — three numbers that tell you more about your financial position than your salary ever could. Start here before making your next money move.

08/31/2026

Rebalancing means trimming what's done well to buy more of what hasn't. It feels backwards — but it's one of the most disciplined habits in investing.

08/28/2026

Think financial planning is just about investments? That's actually the smallest piece of what a complete plan covers.

08/26/2026

Medicare covers a lot in retirement — long-term care generally isn't one of them. Here's who actually foots the bill when care is needed.

08/24/2026

Save 10%. Keep 3 to 6 months of expenses. Rules of thumb are a fine starting point — but they're not built for your specific situation.

08/21/2026

How much life insurance is actually enough? A simple framework called DIME can help you calculate a real number instead of guessing.

08/19/2026

529 plan or custodial account? Both help you save for a child's future, but they work very differently once it's time to use the money.

08/17/2026

If your business depends on one or two people, what happens if something happens to them? Key person insurance protects the business itself, not just the individual.

08/14/2026

Is your checking account holding too much — or too little? A simple guideline can help you strike the right balance between accessibility and growth.

Address

2622 Northwest 43rd Street Suite B4
Gainesville, FL

Website

https://www.covenantwealthmanagement.com/

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