At Covenant Wealth Advisory of Raymond James, we strive to embody the word “covenant” by developing a bond with our clients based on trust and earned through professionalism and integrity.
Integrity – We consider ourselves to be stewards of our clients’ assets, committed to serving as a careful, responsible, and trustworthy resource.
Preparation – We help clients plan for life’s eventualities, bringing focus and structure to the planning process. By addressing the details of financial planning, we help reduce unwanted surprises and prepare our clients for “what if…”
Discipline – Utilizing a repeatable, top-down risk management approach, we prize consistency and boring predictability over chasing the next new thing. We thrive on process, both in evaluating investments and in scheduling reviews.
Education – Our goal is to relieve clients of their financial stress. By ensuring our clients understand the “why” behind our financial planning process, we help craft a financial legacy that encompasses generations.
Consolidation – We serve as a single point of contact for a client’s financial life. As a CERTIFIED FINANCIAL PLANNER™ certificant, Kenneth Hicks can speak to CPAs and estate planning attorneys in their own “language,” helping to truly consolidate a client’s full financial picture.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
