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.

Our Core Values

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.


Corporate Retirement Plans


Helping you establish and oversee a variety of plans.

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Families


A pragmatic approach to wealth management.

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Retirees


Nurturing wealth so you can live a longer, better life.

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Women Investors


Understanding the challenges women face and how to help.

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Respect is earned. Honesty is appreciated. Trust is gained. Loyalty is returned.

Auliq Ice

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.