Covenant Wealth Strategies

  • Home
  • Covenant Wealth Strategies
Call Website Contact the business

Covenant Wealth Strategies “Strategies For Your Success”

15 Middleton Drive
Wilmington, DE 19808
(302) 234-5655

1312A Asbury Avenue
Ocean City, NJ 08226
(609) 525-4625

224 E.

Street
Suite 100
Kennett Square, PA 19348
610.880.8580 Covenant Wealth Strategies is a values-based comprehensive financial planning firm with over 25 years of experience serving generations of families, executives and business owners. We believe that the best decisions, including financial decisions are made within the context of a complete and thorough understanding. Known for treating wealth as a reflection of purpose and legacy, Covenant Wealth Strategies provides guidance that goes beyond financial metrics to focus on what matters most.

29/09/2026

Knowing the people, their experience, and the why behind a firm is what makes it meaningful.

For Erik, our new Covenant Wealth Strategies location in Kennett Square brings all of that even closer to home.

We look forward to celebrating our upcoming milestone with you on Wednesday September 30th from 5 – 7:30 pm in Kennett Square. Stop by anytime to meet our team and tour our new office. Our official ribbon cutting will take place at 5:30 pm ET.

A Quick Note About Parking

To help make arrival easy and keep on-site parking available for guests with accessible parking needs or mobility concerns, we encourage guests to use our spacious overflow parking at Willowdale Chapel, located less than a mile from our new office.

A complimentary shuttle will run between Willowdale Chapel and our office throughout the evening for your convenience.

Overflow Parking & Shuttle Pick-Up
Willowdale Chapel
675 Unionville Road
Kennett Square, PA 19348

We’re less than one week away from celebrating the opening of our Kennett Square office!We’re looking forward to welcomi...
25/09/2026

We’re less than one week away from celebrating the opening of our Kennett Square office!

We’re looking forward to welcoming friends, family and members of the community for an evening of conversation and connection, including an official ribbon cutting with the Southern Chester County Chamber of Commerce.

📍 A quick parking note for our guests:

We encourage guests to use the spacious overflow parking at Willowdale Chapel, located just over a mile from our office. A complimentary shuttle will run throughout the evening to make getting to and from our event easy and convenient. On-site parking will be prioritized for guests with accessible parking needs or mobility concerns.

Overflow Parking & Shuttle Pick-Up
Willowdale Chapel
675 Unionville Road
Kennett Square, PA 19348

Our event will run from 5 – 7:30 pm ET on Wednesday, September 30th with the ribbon cutting taking place right at 5:30 pm.

We’re excited to celebrate this milestone together and look forward to seeing you!

The Federal Reserve recently raised interest rates by 0.25%, bringing its target range to 3.75%–4.00%. This marks the fi...
22/09/2026

The Federal Reserve recently raised interest rates by 0.25%, bringing its target range to 3.75%–4.00%. This marks the first rate increase since 2023.

Why the increase? Inflation remains above the Fed’s long-term 2% target, while the economy and consumer spending have remained resilient. Fed officials are continuing to balance bringing inflation down with monitoring economic growth and the labor market.

Updated projections also indicate that most Fed officials expect at least one additional rate increase before the end of the year, although future decisions will depend on incoming economic data.

For consumers, higher rates can mean increased borrowing costs, particularly for credit cards and other variable-rate debt. Savers, however, may continue to benefit from higher yields on certain savings and short-term cash options.

For investors, changes in interest rates can create short-term movement in financial markets. One Fed decision, however, does not change the importance of maintaining a long-term perspective.

As the path of interest rates continues to evolve, investment decisions should remain grounded in your goals, time horizon, and overall financial plan.

It was another great Third Thursday in Kennett Square!We enjoyed spending the evening connecting with friends, seeing fa...
18/09/2026

It was another great Third Thursday in Kennett Square!

We enjoyed spending the evening connecting with friends, seeing familiar faces, and meeting new people throughout the community. The prize wheel was a hit with the kids, too! 😊

September’s Third Thursday was also a celebration of Hispanic Heritage and a wonderful opportunity to recognize the culture, traditions, and heritage that are such an important part of the Kennett Square community.

Heritage is something we value deeply at Covenant Wealth Strategies. Every individual and family has a unique story, shaped by where they’ve come from, what matters most to them, and what they hope to pass on to future generations. We’re grateful to be part of a community with so many stories worth celebrating.

Thank you to Kennett Collaborative for another wonderful evening bringing our community together!

We hope you will join us for our upcoming in-person panel discussion, exclusively for business owners. Whether you're fo...
14/09/2026

We hope you will join us for our upcoming in-person panel discussion, exclusively for business owners.

Whether you're focused on growth, succession or bringing on the next generation, having a clearer picture of your business can help you plan and make those important strategic decisions.

We’re bringing together a Certified Exit Planning Advisor (CEPA®), Certified Valuation Analyst (CVA®), and a business attorney to share their perspectives and practical insights for business owners.

Discussion Topics:

· Common gaps that reduce business attractiveness

· Strategies to strengthen long-term business value

· How leadership, operations, and planning impact value

· What sophisticated buyers evaluate before making an offer

Register on our website/events tab or with the link below to join us on Wednesday, September 23rd at 6:30 pm ET at the Kennett Library!

Business value is not something you discover at the end— it’s something you build over time, protect through structure, and realize through thoughtful planning.

Twenty-five years later, we remember.For those who lived through September 11, 2001, the memories of that day remain viv...
11/09/2026

Twenty-five years later, we remember.

For those who lived through September 11, 2001, the memories of that day remain vivid. We remember where we were, who we were with, and the heartbreak and uncertainty that followed.

Today, we pause to honor the nearly 3,000 lives lost in New York City, at the Pentagon, and aboard the four hijacked flights, including the passengers and crew of Flight 93.

We also honor the extraordinary courage and selflessness shown that day and in the days that followed. First responders ran toward danger. Strangers helped strangers. Communities came together to comfort, serve, and support one another.

May we carry forward the spirit of compassion, service, and unity that brought people together in the face of unimaginable tragedy.

We will never forget.

09/09/2026

There’s something special about seeing growth happen naturally.

Over the years, Covenant Wealth Strategies has had the opportunity to serve clients across a growing number of communities. Our locations have followed that growth, bringing us closer to the people we serve.

From Wilmington, Delaware, to Ocean City, New Jersey, and now Kennett Square, Pennsylvania, each location represents another community we’re grateful to be part of.

We’re excited to see where this journey continues to take us.


Financial education can make a meaningful difference when preparing for an important life transition. G. Ward Keever IV,...
08/09/2026

Financial education can make a meaningful difference when preparing for an important life transition.

G. Ward Keever IV, CLU, ChFC, RHU, AEP, CFS, AIF, CKA, CEPA®, President & CEO from Covenant Wealth Strategies recently spent time with the team at Maris Grove talking through some of the more complex financial planning scenarios and questions that can come up when individuals and families are considering a move to a retirement community.

Through the conversation, Ward shared financial wisdom and practical insights to help the Maris Grove team better support the residents and families they serve. Our Covenant team appreciated their thoughtful questions and engagement, which reflected the genuine care they have for the residents and families they serve.

We’re grateful for opportunities like this to share our knowledge and help others feel more prepared for important financial conversations.

02/09/2026

Our growth into Kennett Square is rooted in relationships that have been growing for years.
Several members of our Covenant Wealth Strategies team live in and around Kennett Square, and many of the individuals and families we serve call this area home, too.

Opening our third location in Kennett Square, PA is a natural extension of those relationships and our continued growth throughout Chester County.

We’re excited to become an even greater part of the community and be even closer to the people we serve.

We’d love to celebrate with you at our upcoming Ribbon Cutting Ceremony. Visit the Events page on our website to register.
📍 Covenant Wealth Strategies | Kennett Square, PA

With the November midterm elections approaching, political headlines and campaign coverage are likely to become a bigger...
01/09/2026

With the November midterm elections approaching, political headlines and campaign coverage are likely to become a bigger part of the daily news. As the election draws closer, questions naturally arise about what the outcome could mean for the markets and long-term financial planning.

How do midterm elections impact the stock market?

History provides some helpful perspective.

Since 1933, the S&P 500 has delivered positive average total returns across each type of election cycle:

• Non-election years: 15.9%
• Presidential election years: 11.6%
• Midterm election years: 8.6%

While elections can contribute to short-term uncertainty, market performance is influenced by many factors beyond politics, including economic growth, corporate earnings, inflation and interest rates.

The historical data also serves as an important reminder: election outcomes alone have not determined long-term market performance.

As November approaches, we’re taking a closer look at what history can teach us about midterm election years, market performance and what investors may want to keep in perspective.

Read more our latest article: https://www.covenantwealthstrategies.com/how-do-midterm-election-years-impact-the-stock-market

Address

DW

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

Telephone

+13022345655

Alerts

Be the first to know and let us send you an email when Covenant Wealth Strategies posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Covenant Wealth Strategies:

Shortcuts

  • Want your business to be the top-listed accountant?

Share