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Financial advisor Richmond and Williamsburg VA

Fiduciary Financial Advisor in Richmond, Williamsburg VA and Virtually Nationwide

Your Financial Advisor for a Secure Retirement

Fee-only financial planning, investment management and tax planning for individuals aged 50 plus. Retire without the stress.

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

AWARDS AND RECOGNITION*

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Get the fee-only financial planning you need to retire with peace of mind. 

Get a personalized road map to help you retire with the life you want most.

WHY FINANCIAL PLANNING?

  • When can I retire?

  • How can I maintain my lifestyle in retirement?

  • How can I incorporate the cost of healthcare in retirement?

Optimize your investments to better align with your life. 

WHY INVESTMENT MANAGEMENT?

  • What strategies should I use to mitigate risk in my portfolio?

  • How can create income from my portfolio?

  • What is the optimal asset allocation for my portfolio?

Learn how to reduce federal and state taxes 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?

Get Objective Advice from a Fee-Only Financial Planner You Can Trust

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.

FIDUCIARY FINANCIAL ADVISORS

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

No Commissions

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

Hear From Clients We've Served

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.

98%

 Client retention rate

*2021 Client Retention

78+ 

Years of Combined Experience

192+

Families Served

Retire with Covenant Wealth Advisors Today

 

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. 

Financial Advisor Williamsburg VA and Richmond VA

Your Financial Advisory Team at Covenant Wealth Advisors

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See If We're a Good Fit for You

All of our services start with a free retirement assessment.

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