Our aspirations are our possibilities.
–Robert Browning

COVENANT is a fee-based registered investment advisor (RIA).  This means we do not receive any commissions or special fees for investing in one asset versus another, and we invest in public entities traded on the major exchanges. Further, we do not buy or sell assets in your portfolio without your approval, and you will always receive brokerage statements directly from the broker-dealer as a further safeguard to your investments. As an RIA, we have fiduciary responsibility when providing our investment advisory services which means we must always have a Client’s best interest in mind when making investment portfolio recommendations.

Our founder and president, James Pazderak, is an experienced certified public accountant and career member of the American Institute of CPAs (AICPA) and the Ohio Society of CPAs. Jim also has a designation from the AICPA as a personal financial specialist (PFS), and is a long practicing income tax specialist. Additionally, Jim is recognized as a Social Security Advisor by the NSSA (National Social Security Advisor). In accordance with state CPA licensing requirements and AICPA credential requirements, Jim maintains the necessary annual hours of professional continuing education required to practice as an active CPA, personal financial specialist, and tax practitioner.

Before launching COVENANT Wealth Advisors (and COVENANT Financial Group an affiliated tax practice), Jim was a tax partner for over 30 years with Deloitte, one of the largest international accounting firms.