Frequently Asked Questions (FAQ) | Covenant Weath Advisors

Services offered by Covenant Wealth Advisors, a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Registration of an investment advisor does not imply a certain level of skill or training. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investments involve risk and there is no guarantee that investments will appreciate. Past performance is not indicative of future results. By entering your info into our forms, you are consenting to receive our email newsletter and/or calls regarding our products and services from Covenant Wealth Advisors.. This agreement is not a condition to proceed forward. Case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed.

*Award Winning: Covenant Wealth Advisors was awarded the #1 fastest growing company by RichmondBizSense in 2020 based on three year annual revenue growth ending December 31st, 2019. Expertise.com voted Covenant Wealth Advisors as the best financial advisor in Williamsburg, VA for 2021 and 2022 based on their proprietary selection process. Forbes Best-In-State Wealth Advisor full ranking disclosure. Read more about Forbes ranking and methodology here.

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