Covenant Planning

About Covenant Planning

Covenant Planning is a Dayton, Ohio-based, full-service fiduciary firm providing comprehensive financial planning and investment services. We offer expert financial advising tailored to your individual goals. Our holistic wealth management solutions cover income planning (Social Security, pensions), strategic investment management, healthcare planning (Medicare, Long Term Care), proactive tax management, and estate planning. As fiduciaries, your best interests are our priority. Whether you're planning for retirement, seeking investment growth, or need guidance on life insurance and tax efficiency, Covenant Planning provides the expertise and personalized attention you deserve.