.png)
RICHMOND VA | RESTON VA | WILLIAMSBURG VA | VIRTUALLY NATIONWIDE
Wealth management & Financial Advisory Services for a Secure Retirement
Looking for a fiduciary financial advisor or fee-only financial planner for retirement? Let us design your retirement plan and optimize your investments so you stop making mistakes and start living with peace of mind.
Voted to Forbes 2022 Best-in-State Wealth Advisors List*
AWARDS AND RECOGNITION*
Talk to a fiduciary financial advisor and retire with confidence
Covenant is an award winning fiduciary financial advisor and fee-only financial planner in Richmond, Reston, and Williamsburg, VA helping individuals aged 50+ retire without the stress.
Get a personalized road map to help you retire with the life you want most.
WHY RETIREMENT PLANNING?
-
When can I retire?
-
How can I maintain my lifestyle in retirement?
-
How can I maximize my income in retirement?
Optimize your investments to better align with your life.
WHY INVESTMENT MANAGEMENT?
-
How should I adjust my asset allocation?
-
Is my portfolio sufficient for retirement?
-
How can I maximize my return and minimize my risk?
Create a tax efficient retirement income plan
WHY TAX PLANNING?
-
Should I do Roth conversions?
-
How can I pay less federal taxes?
-
How can I prepare for taxes in the future?
FIDUCIARY FINANCIAL ADVISORS
Fiduciary Financial Advisors required by law to always put your best interests first.
FEE-ONLY
Our fee-only financial planners never earn hidden fees or commissions. This reduces conflicts of interest.
CREDENTIALED AND EXPERIENCED ADVISORS
Your team will include a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a CPA, and a client service manager
Our Clients are Like Family. See what they are saying...
Covenant Wealth Advisors has not provided any compensation for the testimonials shown. We have solicited these testimonials but have not influenced their content. To our knowledge, no other conflicts of interest exist regarding these testimonials. Click on the individual name below for date of posting.
The best financial advisors tie your financial plan to your life plan
You don't have to go it alone. When you partner with Covenant Wealth Advisors, you get more than investment advice. You get a team of experienced CERTIFIED FINANCIAL PLANNER™ professionals who are passionate about helping you live your best life. The numbers below are just a few of the reasons individuals choose us.
97%
Client retention rate
*2023 Client Retention
$496+ million
assets under management as of 12/31/2023
18+ Years
Average industry experience per CERTIFIED FINANCIAL PLANNER™ Professional
Your Financial Advisory Team at Covenant Wealth Advisors
Richmond | Williamsburg | Reston
