Covenant Financial Strategies, Inc. helps make your retirement an adventure worth sharing.

Purpose-Based Planning

Purpose-Based Planning

The Bible contains instruction for every financial decision you will ever need to make.

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Faith-Based Investing

Faith-Based Investing

Is your investment strategy aligned with your faith values as your travel the road to creating and sustaining wealth?

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Your Wealth, Your Values

Your Wealth, Your Values

Work with an advisor you can value, and who understands and respects your values and beliefs.

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Guided Wealth Portfolios

Guided Wealth Portfolios

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. Start Now.

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Are your risk preferences reflected in your portfolio?

Are your risk preferences reflected in your portfolio?

We quantitatively pinpoint your risk tolerance, and build portfolios that fit.


What Keeps You Up At Night?

What Keeps You Up At Night?

  • Am I going to outlive my retirement savings?
  • Am I going to have to work forever?
  • How am I going to afford medical insurance and medical care during retirement?


Your Wealth, Your Values.<br/>Purpose-Based Planning, Faith-Based Investing.

Your Wealth, Your Values.
Purpose-Based Planning, Faith-Based Investing.

  • Do you know what activities the money you have invested is supporting?
  • Are the activities and operations of the businesses which you own in your stock, mutual fund, or ETF portfolio aligned with your personal values?
  • Is your financial plan centered around God's will for you and your loved ones?

Think about it. Have you stopped to consider the business practices of the companies that you own in your investment portfolio? The stocks, mutual funds, and exchange-traded funds (ETF) that you own can have a profound impact on the world. At Covenant Financial Strategies, Inc. in Bel Air, MD we serve Christian investors, like you, through biblically-based financial planning and faith-based investing. Through faith-based investing, also called Biblically Responsible Investing, or BRI, you can have the satisfaction of knowing that you are helping to build a world that is pleasing to God.

So what is BRI? Watch this short two-minute video to gain a better understanding of what BRI is all about:

Are you putting your money where your values are? Make sure your faith is integrated with your finances. Contact Us TODAY for a complimentary portfolio review or a no-obligation initial consultation.

The return on moral/faith-based investments may be lower than if the advisor made decisions based solely on conventional investment considerations, but they could also be higher.

“Jane’s BRI Moment” video provided courtesy of Christian Investment Forum. Used by permission. The opinions voiced in this material do not necessarily reflect the view of LPL Financial, are for general information only, and are not intended to provide specific advice or recommendations for any individual. “BRI Screened Portfolio vs. S&P 500” chart presented within video – Source: Stewardship Partners, Bloomberg. The screened results presented in the chart are simulated and do not correspond to any real investment product. Simulated performance data is hypothetical and provided for informational purposes only. It does not reflect actual performance and is gross of any fees. The number of companies screened out of the S&P 500 during the test period (1/1/2001 – 6/30/2014) ranged from a low of 72 to a more recent high of 210 (out of 500). The S&P 500 performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

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