Fee Only Financial Advisor Richmond VA

We're Financial Advisors Who Help You Retire With Confidence

Talk to a fee-only financial planner and advisor about how to tie your financial plan to your life plan.

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 Financial Planning Services That Help You Enjoy Life

Retirement planning that helps you maximize your income in retirement.

RETIREMENT PLANNING SERVICES

  • Retirement cash flow

  • Social security analysis

  • Pension & executive benefits

Investment management that helps you preserve, grow, and utilize wealth.

INVESTMENT MANAGEMENT SERVICES 

  • Risk-managed investing

  • Asset allocation

  • Investment income

Find out how to reduce your taxes through tax planning strategies, deductions, and credits.

TAX PLANNING SERVICES

  • Tax Efficient Retirement Income

  • Tax Reduction Strategies

  • Tax Planning

Live the Life You Want With a Fee-Only Financial Planner You Can Trust

Enjoy a relationship with a credentialed CERTIFIED FINANCIAL PLANNER who always put your interests first, never receives commissions, and is focused on helping you accomplish your goals.

FIDUCIARY FINANCIAL ADVISORS

This means that our financial advisors are required by law to always put client interests first. 

FEE-ONLY COMPENSATION

Our fee-only financial advisors 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

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.

150+

Families Served

98%

 Client retention rate

*2019 Client Retention

15 Years

Average Financial Advisor Experience

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Get Started 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. 

Katherine Fonville

Founder and Fee-Only Financial Advisor

Start Here to See if We Can Help.

Let us help you enjoy life without the stress of money.

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CONTACT US

 

Toll Free: (888) 320-7400

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

4870 Sadler Road

#300

Glen Allen, VA 23060

(804) 729-5265

Covenant Wealth Advisors is a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. 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. *AUM as of June 30, 2018