Secure Path Advisory Group, headquartered in Columbus, Ohio, and a part of Leavitt Group Midwest, is pleased to announce the merger of Covenant Financial Advisors based in Sugarcreek, Ohio, into their agency. Neal Clemens and his team of four will be joining Secure Path Advisory Group and national brokerage firm Leavitt Group.
Neal Clemens, president of Covenant Financial Advisors shared, “Covenant Financial Advisors is excited to join the Secure Path Advisory Group and Leavitt teams! We look forward to a future that is brighter together than it would have been apart from one another.”
Covenant Financial Advisors has over 30 years of financial services experience. They are centered around the core values of integrity, faith, and relationships. With the asset of a relationship mindset, they have built their business to empower their clients with education and confidence to make financial decisions that are aligned with their faith values.
“Secure Path Advisory Group is very excited to welcome Covenant Financial Advisors to our growing financial services firm! We know that we will be better together,” said Rebecca Stewart, vice president of Secure Path Advisory Group.
Pending a six-month transitional period, Covenant Financial Advisors will be taking on the Secure Path name. Covenant will retain their staff, contact information, and locations in Sugarcreek, Canton, Cleveland, and Columbus.
If any questions about this new affiliation, please contact Rebecca Stewart at (614) 545-1684 or email@example.com.
Leavitt Group is one of the largest privately held insurance brokerages in the nation with over 200 locations across 26 states. Leavitt Group agencies have the unique flexibility of local owners and provide a consultative approach to commercial insurance, employee benefits, and personal insurance. With over 70 years in the insurance industry, Leavitt Group brings national strength and local trust to the communities and clients they serve. For more information about Leavitt Group, visit www.leavitt.com.