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Financial advisor Richmond and Williamsburg VA

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? Get a custom retirement plan designed to help give you the peace of mind you want.

Voted to Forbes 2022 Best-in-State Wealth Advisors List*

AWARDS AND RECOGNITION*

Top Forbes Financial Advisor in the State of Virginia
2020 Winner of Richmond Biz Sense RVA 25 Fastest Growing Companies
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New York times Logo

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 or state taxes?

  • How can I prepare for taxes in the future?

Get Objective Advice from a Fee-Only Financial Advisor Who Understands Retirement

Enjoy a relationship with a credentialed CERTIFIED FINANCIAL PLANNER™ professional who always puts your interests first, never receives commissions, and has the experience to help you accomplish your goals.

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

You no longer have to stress about retirement

 

With Covenant Wealth Advisors,  you'll know from the start that you have a comprehensive financial and investment plan at a reasonable price.  Getting started with a fiduciary financial advisor and fee-only financial planner has never been easier. 

Your Financial Advisory Team and Covenant Wealth Advisors

Your Financial Advisory Team at Covenant Wealth Advisors
Richmond | Williamsburg | Reston

Fee Only Financial Planner in Richmond, Williamsburg, and Reston VA
Certified Financial Planner in Richmond, Williamsburg, and Reston VA
National Association of Personal Financial Advisors Member Logo

See If We're a Good Fit for You

All of our services start with a free retirement assessment.

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