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The Covenant Group, Inc.


The Covenant Group was founded in 1988 by Paul Berry with a vision to advise, counsel, and lead clients from a biblical perspective. We are a full-service financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. As an independent investment management firm, our advisors are able to communicate and create a solid relationship with clients.

Mission Statement

Covenant Group Wealth Management is devoted to helping you pursue your goals and dreams. We act as your advocates in developing personal strategies based on individual needs. We do this through our unique process and personalized approach to wealth management, including financial planning and investment management services.