Investment Management
We believe building a successful investment strategy should come from a planning perspective.
Retirement Planning
Guiding you through the stages of retirement includes accumulating, preserving, and enjoying your retirement.
Life Transition/Estate Planning
Whether expected or unplanned, a life changing event can alter your financial picture dramatically. Let us help you get organized and provide clarity.
401K Management
Our unbundled approach allows us to create a low-cost and customized solution for you to offer retirement plans.
Building a customized solution to help you achieve your goals.
Covington Investment Advisors, Inc. is a boutique investment advisory firm that has been providing comprehensive wealth management services for more than a decade. Founded in 2003, Covington is a fee-only independent Federally Registered Investment Advisor located in the beautiful Laurel Highlands region in Ligonier, Pennsylvania.
Our Team: Front Row: Patrick R. Wallace-President/Lead Financial Advisor, Back Row:(from left to right): Nick Allen-Research Analyst, Jennifer Buterbaugh-Officer Manager,
Hannah Patton-Client Services Administrator, Natalie Kennedy-Compliance Associate, Cindy Jones-Portfolio Manager & CCO.
Services We Provide
Covington offers holistic investment advisory service which encompasses investment management, retirement planning, life transition planning, estate planning, and 401K administration/asset management services.
Resources
Want to do your own research? From getting a stock quote to running a financial calculator, find what resources are available to help you.
Blog
Gain insight through our blog which highlights news, tips, and strategies for long-term financial success.