Covenant Wealth Advisors was established in 2004 by its current partners and founders Kevin Ekstrom CFP,  Nick Millard ChFC,  CLU  and Chip Williamson CFP,   Esq.  After years of working for a large financial services firm, our mission was to create our own practice that embraced three core tenets:


1)      First and foremost we are here to serve the client and their needs at a concierge level.
2)      To operate as an independent firm that is free to choose the best products and services to meet the clients needs.
3)      To capitalize on our 60+ years of combined & diverse experience, our numerous industry recognized
          designations and our longstanding relationships with the most respected and accomplished attorneys and CPAs
          in the area.

From this we have built a practice that has consistently grown. Despite the ups and downs of the equity markets.  We have also broadened our suite of investment management services to include higher-end strategies that are focused on mitigating risk and preserving & growing wealth during difficult and unpredictable times.  We continue to work closely with our clients, their CPAs and attorneys to create well reasoned, financially sound solutions that provide them with the peace of mind and assistance they require to achieve their estate planning, charitable giving, and retirement goals.

About

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Kevin Ekstrom, CFP

Kevin@emailCWA.com

Founding Partner

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Nicholas P. Millard, CLU,  ChFC

Nick@emailCWA.com

Founding Partner

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Chip Williamson, CFP,   Esq.

Chip@emailCWA.com

Founding Partner

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