Talk to a Financial Advisor and Retire with Peace of Mind

Fee-only financial planning, investment management, and advice that helps you retire without the stress of money. Because "your best interests" should always be in "our best interest."

Richmond, VA | Williamsburg, VA  | Glen Allen, VA

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Partner with a Fee-Only
Financial Advisor 
You Can Trust.

Covenant Wealth Advisors is an award winning, fee-only financial advisor serving over 170 families across 22 states. Located in Richmond and Williamsburg Va, our fiduciary advisors specialize in designing and implementing personalized financial plans to help individuals retire. Enjoy a meaningful relationship with a fee-only financial advisor you can trust.

 

FIDUCIARY FINANCIAL ADVISORS

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

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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

We help you by creating and implementing a financial plan for retirement. 

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

To get your dream, you need to have a plan.

Get advice to help you plan for retirement, avoid running out of money, and create an income stream you won't outlive.

WHY RETIREMENT PLANNING?

  • Maximize your income potential

  • See your cash flows in retirement

  • Reduce taxes and more

Get easy to understand investment advice and management. Tell us your goals and we'll help you achieve them.

WHY INVESTMENT MANAGEMENT?

  • Align your money with your life

  • Conservatively grow your money

  • Personalize your investment strategy

Tax planning that helps identify tax traps now and in the future so you can pay less in taxes.

WHY TAX PLANNING

  • Identify tax traps

  • Forward looking tax planning

  • Reduce taxable income

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.

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98%

 Client retention rate

*2019 Client Retention

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60+ 

Years of Combined Experience

Family getting great service

150+

Families Served

Recent Blog Posts

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. 

Katherine Fonville

Founder and Fee-Only Financial Advisor

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