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Allan P. Covert
Allan P. Covert, CFP®, CRPC®
Financial Advisor
  • Chartered Retirement Planning Counselor (CRPC®)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
180 Market St.
Ste. 200
New Albany, OH 43054
614-855-8781
allan.covert@ubs.com

As your Financial Advisor, I am committed to working in partnership with you, putting your needs first and embracing your goals as my own. Whether it's planning your retirement, funding a child's education or building personal wealth, I will work to formulate financial strategies designed to help you pursue your goals.

I believe in building long-term client relationships. I take the time to listen to you, fully understand your unique financial needs and goals, and work with you to develop a personalized financial strategy to help you make appropriate financial choices for today and the future. In addition, I monitor your progress and assist you in modifying your plan as new goals, strategies or life situations arise.

Drawing upon UBS's extensive global resources and capabilities, I can help you address all aspects of your financial life. My investment approach is based on the philosophy that investors will potentially do better over time by earning a steady, reasonable rate of return. I believe it is more productive to strive for consistent, average returns than to try to time the market.

Investment Insights
My Perspective
Take a Tour of Online Services
The UBS Monthly Market Outlook Call market_watch_wednesday.pdf (115kb)
Weekly Guide weekly_guide.pdf (215kb)
Cashin's Comments cashin_comments.pdf (108kb)
Investment Strategy Guide investment_strategy_guide.pdf (1431kb)
Strategic Goal Review Questionnaire SGR_Questionnaire.pdf (2057kb)
Leaving Your Employer? Options for Your Retirement Plan rpdd_leaving_your_employer.pdf (3823kb)
The Guide to Retirement Plans for Business Owners and Professionals ret_business_owners.pdf (2831kb)
Stretch IRA strategy stretch_IRA.pdf (86kb)
Your Estate Plan estate_plan.pdf (307kb)
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