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.

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401K Management

Our unbundled approach allows us to create a low-cost and customized solution for you to offer retirement plans.

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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.

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