Our Firm
At Covenant Financial Architects, we like to begin by explaining what we are not:
- We are not product pushers
- We are not only life insurance agents
- We are not only investment advisors
So Who Are We?
As your financial planner and advisor, we believe a comprehensive, consultative approach to your financial future is the best route to help you achieve your goals. We’ve built our business from the ground up to offer personalized service to individuals and families. You are not simply “clients” to us, but current and future friends.
We pride ourselves on our intimate size and structure, because bigger in financial services rarely translates to better. Bigger firms often mean impersonal service, their advisors pressured to sell products regardless of fit. As independent advisors, we aren’t focused on maximizing revenue, narrow corporate policies, or the needs of shareholders. Our focus is to act in your best interests.
Expect to receive the best of both worlds when working with us: focused, individual attention that only an independent firm can provide, with access to a broader range of products and services than many larger investment firms.
To learn more about us, please Meet the Team.
Covenant Financial Architects
800 Main Street | Suite 215
Anderson, Indiana 46016
Phone: (765) 643-4455
Toll-free: (866) 746-4455
Fax: (765) 644-7536
Email Us