Forbes Recognizes Ward Keever and Team as a Best-In-State Wealth Advisor

March 05 15:43 2021
Forbes Recognizes Ward Keever and Team as a Best-In-State Wealth Advisor
Forbes has recently recognized G. Ward Keever IV, CLU, ChFC, RHU, AEP, CFS, AIF, CKA, President and CEO of Covenant Wealth Strategies and his team as a 2021 Best-In-State Wealth Advisor. This is the team’s first year being recognized by Forbes.

Wilmington, DE — Forbes has recently recognized G.Ward Keever IV, CLU,  ChFC, RHU, AEP, CFS, AIF, CKA, President and CEO of Covenant Wealth Strategies and his team as a 2021 Best-In-State Wealth Advisor. This is the team’s first year being recognized by Forbes.


According to Forbes, the annual list spotlights the nation’s top-performing advisors. Criteria for this award is evaluated based on a developed methodology including: personal interviews, industry experience and revenue trends, among other criteria. 

“On behalf of LPL Financial, we congratulate Ward and his team for being recognized on this year’s Forbes Best-in-State Wealth Advisors list. This past year has demonstrated that strong financial advice cannot be underestimated. We recognize Covenant Wealth Strategies for going above and beyond in delivering personalized financial advice and helping clients pursue their long-term wealth management goals,” said Angela Xavier, LPL Executive Vice President, Independent Advisor Services. 

See the full list of LPL advisors ranked on this year’s Forbes Best-In-State 

“To be recognized as a top advisor in the country by Forbes is truly an honor. We are grateful for the opportunity and would like to express our sincere appreciation to our clients who make such recognition possible,” said Keever.   

About Covenant Wealth Strategies

Covenant Wealth Strategies offers independent and comprehensive financial planning and investment strategies. As their clients’ most trusted advisor, the team at Covenant Wealth Strategies is a catalyst, striving to build financial security, see dreams fulfilled and create enduring legacies. Their clients’ success and well-being is their number one priority, as the company strives to put them in a position of strength to make educated decisions and achieve their goals.

Please contact the Covenant Wealth Strategies’ office at 302.234.5655 or [email protected] if you are interested in learning more about how the company can serve your financial well-being.

Securities and advisory services offered through LPL Financial, a registered investment adviser, member FINRA/SIPC. 

LPL Financial, Forbes magazine and Covenant Wealth Strategies are all separate entities. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Media Contact
Company Name: Covenant Wealth Strategies
Contact Person: Michelle Fischer
Email: Send Email
Phone: 302345655
Address:15 Middleton Drive
City: Wilmington
State: DE
Country: United States
Website: https://www.covenantwealthstrategies.com/