Financial Advisors Who Help You Retire
Talk with a fiduciary, fee-only financial advisor to help you manage your money, plan for retirement, and reduce taxes. Dream with us and find out what's possible.
FEATURED IN:
Fee-Only Fiduciary Financial Advisors
We are an independent, employee-owned financial advisory firm in Richmond and Williamsburg, VA that provides financial services on a fee-only basis. Our team of financial advisors put your interests first by helping with financial planning, investment management, retirement planning, tax planning, social security analysis, college planning, 401k allocation and estate planning.
FEE-ONLY COMPENSATION
Our fee-only financial planners never earn hidden fees or commissions. This reduces conflicts of interest.
Personal Financial Planning That Helps You Enjoy Life
Covenant Wealth Advisors provides comprehensive fee-only financial planning that helps you plan for retirement, invest your money, and reduce taxes so you can focus on life.
Get advice to help you plan for retirement, avoid running out of money, and create an income stream you won't outlive.
RETIREMENT PLANNING SERVICES
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Cash flow projections
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Social security
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Retirement income
Get easy to understand investment advice and management. Tell us your goals and we'll help you achieve them.
INVESTMENT MANAGEMENT SERVICES
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Risk-managed investing
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Asset allocation
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Investment income
Tax planning may help reduce your income tax liability. Find out how to pay less in taxes now and in the future.
TAX PLANNING SERVICES
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Tax return analysis
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Tax reduction strategies
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Tax projections
The best fee-only financial planners 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
15 Years
Average Financial Advisor Experience
OTHER FINANCIAL ADVISORS
Many financial advisors aren't legally required to act in your best interest. Instead, they only have to do what's suitable for you.
"Big name" brokerage firms like Merrill Lynch and Wells Fargo may sell proprietary products even though they may not be the best product for you. This may create a conflict of interest and could increase your cost.
They receive hidden commissions and third-party payments for selling products in addition to the fees they may charge.
They are generalists often focusing on investing alone with little consideration for your retirement goals, taxes, and income needs.
COVENANT WEALTH ADVISORS
As a registered investment advisor, our advisors are held to a fiduciary standard legally requiring us to act solely in your best interest.
We don't sell proprietary products and only select investment vehicles from the available universe of securities that are considered best-in-class for our client’s needs.
Our financial advisor fees are simple and straightforward based on a small percentage of your assets under management or a fixed financial planning fee. We never charge commissions.
We specialize in retirement income planning and investment management with special attention to taxes, income, and preserving wealth in retirement.
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 Vice-President
Start Here to See if We Can Help
