Financial Advisor, Fee-Only Financial Planner & Fiduciary
Talk to a Financial Advisor and Retire with Peace of Mind
A lot of people worry about retirement. Covenant Wealth Advisors helps you gain peace of mind so you can enjoy life without the stress of money.
Williamsburg, VA | Richmond, VA | Virtually Nationwide
Simplify Your Life in Retirement
Covenant Wealth Advisors' team of award winning, fee-only, fiduciary financial advisors serves individuals aged 50+ in Richmond, VA, Williamsburg, VA and nationwide. We help you gain peace of mind by designing, building, and protecting a powerful plan that helps you enjoy the life you want most.
Get a personalized road map to help you retire with the life you want most.
WHY RETIREMENT PLANNING?
How can I maximize my income?
When should I take social security?
Can I maintain my lifestyle?
Optimize your investments to better align with your income needs, risk tolerance, and quality of life desires.
WHY INVESTMENT MANAGEMENT?
How can I reduce my risk?
Am I getting the returns I need
What's the best income withdrawal strategy?
Find out what you can do to reduce federal and state taxes now and in retirement.
WHY TAX PLANNING?
Should I do Roth conversions?
How can I pay less federal taxes?
How can I prepare for taxes in the future?
Our fee-only financial planners never earn hidden fees or commissions. This reduces conflicts of interest.
What Do Current and Former Clients Have to Say About Covenant Wealth Advisors?
Covenant Wealth Advisors did not provide any compensation for the testimonials below. To our knowledge, there are no conflicts of interest regarding these testimonials.
We've Helped More People Prepare for Retirement Than Some Financial Advisors Have Clients
We help individuals nearing retirement, widows who are seeking financial clarity and security, and physicians are are ready to ready to move on from healthcare.
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.
Client retention rate
*2021 Client Retention
Years of Combined Experience