Investment Management

We believe building a successful investment strategy should come from a planning perspective.

Retirement Planning

Guiding you through the stages of retirement includes accumulating, preserving, and enjoying your retirement.

Life Transition/Estate Planning

Whether expected or unplanned, a life changing event can alter your financial picture dramatically. Let us help you get organized and provide clarity.

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401K Management

Our unbundled approach allows us to create a low-cost and customized solution for you to offer retirement plans.

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Building a customized solution to help you
achieve your goals.

Covington Investment Advisors, Inc. is a boutique investment advisory firm that has been providing comprehensive wealth management services for more than a decade. Founded in 2003, Covington is a fee-only independent Federally Registered Investment Advisor located in the beautiful Laurel Highlands region in Ligonier, Pennsylvania.
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Our Team: Front Row: Patrick R. Wallace-President/Lead Financial Advisor, Back Row:(from left to right): Cindy Jones-Portfolio Manager & CCO, Hannah Patton-Client Services Administrator, Nick Allen-Research Analyst

Services We Provide

Covington offers holistic investment advisory service which encompasses investment management, retirement planning, life transition planning, estate planning, and 401K administration/asset management services.

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