What do financial advisors do?

The best financial advisors help you create strategies to accomplish life goals and create financial security. They can give you a road map with clear actions steps to help you retire, preserve and grow wealth, reduce taxes, and help you make better decisions with your money.

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.

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Williamsburg, VA | Richmond, VA | Virtually Nationwide

AWARDS AND MEDIA*

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.

Retirement Planning

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?

Financial Planning Services

Investment Management

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?

Investment advisory services

Tax Planning

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?

Tax planning services

Why Covenant Wealth Advisors?

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

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FIDUCIARY FINANCIAL ADVISORS

Fiduciary Financial Advisors required by law to always put your best interests first.

FEE-ONLY COMPENSATION

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

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.

Happy old senior 50s couple wearing aprons hugging having fun drinking wine, looking at ca

Pre-Retirees

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Retirees

Widows

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.

98%

Client retention rate

*2021 Client Retention

78+

Years of Combined Experience

192+

Families Served

See How Covenant Wealth Advisors Can Help You

With advice and guidance to make your retirement more achievable, getting started with a fiduciary financial advisor and fee-only financial planner has never been easier.

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