Covell Financial

Covell Financial, LLC is a family-owned Registered Investment Advisor company. A Registered Investment Advisor, unlike a stock broker, has the legal duty as a fiduciary to place its clients' interests first.

We host seminars and workshops on a frequent basis to help educate consumers on estate planning and low-risk financial opportunities. It is our firm belief that well-informed clients are better able to make wise decisions involving their estates and financial well-being.

Our clients are mainly retired or planning for retirement. For that reason, we stress planning that involves only low-risk or no risk financial opportunities. Our general philosophy is that risk is the biggest enemy of a sound portfolio in today's uncertain world and today's uncertain financial market.

The managing partner of Covell Financial, LLC, is Stephen E. Covell. Mr. Covell has over 32 years of experience as an estate planning attorney. After years of seeing not only serious estate planning mistakes from a legal standpont, but also from a financial standpoint, Mr. Covell decided to form Covell Financial to help clients formulate low-risk positions as part of their overall financial strategy.

"Some 250,000 persons in the U.S. call themselves a 'financial advisor' –the great majority are brokers. So, of all the people who can call themselves financial advisers, about 5 percent are registered investment advisers. This is an important fact. A registered investment adviser is the only person in this group who has a sworn fiduciary duty to put your interests first.” –Scott Burns

Biographies:
Stephen E. Covell
Lauren K. Covell
Alison C. Atkinson
Stephen S. Covell
Stanley Hargrave