Why Us?
The relationships we form are about so much more than managing money. We strive to maintain lifelong partnerships where we listen, educate, and design with the goal of helping clients build a bridge to their future. You can read more about us below, but we invite you to experience what makes us unique firsthand.
Our Faith and Values
“For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.” – Jeremiah 29:11
The values we hold so dear – integrity, commitment, flexibility, and kindness – are entwined with our Christianity. We live out our Christian faith both at home and at work. We believe in doing what is right rather than what is expedient. A commitment to our values is a prerequisite to a commitment to our clients.
Our Fiduciary Standard
“Do to others as you would have them do to you.” – Luke 6:31
Fiduciary: from the Latin fiducia, meaning “trust,” a person who has the power and obligation to act for another under circumstances that require total trust, good faith, and honesty.
Who is looking out for your best interests? At Covenant Financial Architects, we operate under a strict fiduciary standard, meaning we act with undivided loyalty and solely in your best interests. Any advice or recommendations we give must align with your specific objectives, timeframe, and risk tolerance. As a bonus, we are held to the highest standards of ethics and professional responsibility as certified financial planner™ professionals.
Our Emphasis on Education
Education is an imperative part of the planning process, and we take our role as your advisor and educator seriously. We make the process as uncomplicated for you as possible by explaining financial concepts and terms in a way that is easily understandable. There is no such thing as a “stupid question” when working with us. We have succeeded only when you feel comfortable about your investments and your plan.
Registered Representatives, Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Covenant Financial Architects and Cambridge are not affiliated.
This communication is strictly intended for individuals residing in the states of AZ, FL, IN, KY, MO, NY, OH, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of the websites provided herein, Covenant Financial Architects makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.
Covenant Financial Architects
800 Main Street | Suite 215
Anderson, Indiana 46016
Phone: (765) 643-4455
Toll-free: (866) 746-4455
Fax: (765) 644-7536
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