DVM Wealth

A NEW BREED OF FINANCIAL ADVISING

Financial Planning for Veterinarians

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Veterinarians know everything there is to know about treating animals, but retirement planning isn’t something you’re taught in vet school.

The advisors at Covenant Wealth Management are the financial professionals you can rely on to plan your retirement and pursue the life you’ve always dreamed of.

What We Do

Practice Transition Planning

Structure the sale of your practice, address the taxes from the sale, and use the profit for your retirement plans.

Financial Planning

Prepare for the unknowns retirement brings with an effective financial plan.

Wealth Management

Know how much you have in retirement so it’s there when you need it, and find opportunities to steward it in your golden years.

Legacy Planning

Go beyond your balance sheet and create a plan that reflects your goals and dreams for your legacy.

Generosity Planning

Expand your charitable giving in retirement with a plan for stewarding your money well.

Why Work With Covenant Wealth Management?

Vet-Focused

While you focus on doing what you love and serving your four-legged patients, we’ll do what we love—help you structure a retirement plan that you’re confident about.

Purpose Driven

We’ll align the sale of your practice and your retirement package with your future plans, whether you want to travel more, volunteer, donate to causes, or spend time with your family.

Comprehensive

Our team will work with you to organize your assets and build a financial plan that prepares you for retirement, leaving a legacy for your loved ones, investing in causes you care about, and more.

Retire From Your Vet Practice with Financial Confidence

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Develop Your Plan

Retire With Confidence

Featured Resource

We host a rotation of leading voices from around the veterinary community. One recent guest was Rebecca Davis, founder of Practice Sales Advisor and Certified Valuation Analyst.

Together, we discussed what drives practice value, what lenders look for, how to avoid overvaluation, and how early planning helps owners exit on their own terms.

Watch the interview or read the cliff notes below.

Practice Sales Advisors, Covenant Wealth Management and LPL Financial are separate entities.

See Resource

About Covenant Wealth Management

For over 25 years, the professionals of Covenant Wealth Management have coached business owners on how to sell their businesses, address the impact of taxes, and use the profits to retire well. We are a team of Certified Financial Planners® backed by one of the largest broker-dealer firms in the country—professionals in the financial field, so you don’t have to be. When you work with us, we’ll put together a team of professionals who will help you structure the sale of your practice, plan your retirement, and leave a legacy for your family.

Don’t spend another moment stressed over making the right decision for your financial future.

Retire from your practice with confidence and enjoy financial freedom to pursue what you value most.

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