First Covenant Trust and Advisors - First Covenant Trust and Advisors

PROVIDING TRUST AND PLANNING SERVICES THE WAY WE WOULD WANT
FOR US AND OUR FAMILIES

Personal, caring, and professional services result in security for your family, preservation of your family's legacy, and peace of mind for you.

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Celebrating 12 Years of peace of mind

We are grateful for your trust over the last 12 years and look forward
to partnering with you for many more to come.

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Peace comes with knowing your legacy is secure. But wills, trusts, and estates can be perplexing if you’re unfamiliar with the landscape. That’s where First Covenant Trust can help. Our professionals are familiar with the territory. Utilize First Covenant as your fiduciary and spend less time paying bills, filing taxes and managing investments, and more time focusing on what’s most important to you. We can help you avoid unnecessary taxes and family drama while providing impartial, objective guidance to your beneficiaries for generations. You can be confident your instructions will be honored, your beneficiaries treated with empathy and respect, and your legacy remembered. Everyone deserves that peace of mind.

"Everyone I’m doing estate planning with I’m encouraging them to name Covenant in their documents. I’ve named Covenant in my own personal documents. I have a son who’s responsible and capable, but why would you want to burden busy people who have their own lives with this responsibility?"

Financial Advisor & Future Client

"From my perspective the work David and his team have done was invaluable—essential actually—in putting this estate in the positive position it is now in."

Estate's Attorney

"We have a great partnership with First Covenant.”

Financial Advisor