Dream. Plan. Retire.

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Experienced Financial Advisors Helping Good People

At Covenant Wealth Advisors, we help prosperous individuals and families enjoy retirement with financial security and peace of mind. We do this by getting to know you, developing a personalized plan, and helping you implement it over time. We judge success by the depth of our relationships, not by the number of transactions. By focusing on relationships, we better understand your family values and passions. As a result, your financial plan better reflects your life. These “small” details are what differentiates Covenant Wealth Advisors from other wealth management firms in Richmond and Williamsburg, Va. Ultimately, our financial advisors understand that your life is about more than just money.

Wealth Management

Get turn-key financial planning advice, investing, and continuous guidance to help you accomplish your goals.

WEALTH MANAGEMENT SERVICES

• Continuous advice & counsel

• Fee-only financial planning

• Investment management

Financial Planning

Design a financial plan that helps you retire with clarity, confidence, and a clear plan for your future.

FINANCIAL PLANNING SERVICES

• Retirement planning

• Cash flow projections

• Social security & pension analysis

Investment Management

Get personalized investment advice and management to help you build and preserve wealth.

INVESTMENT ADVISORY SERVICES

• Tax-managed investing

• Portfolio risk management

• Retirement income investing

The Best Fee-Only Financial Advisors Focus on Your Life and Not Just Your Money.

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. Our investment advisors specialize in investment management and retirement income planning. As a result, you can enjoy retirement with financial security and peace of mind.

140+

Families Served

$170+

 Million Under Management as of 12/31/2018

50

Years of 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 financial 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.

We have a simple and straightforward pricing schedule based on a small percentage of your assets under management. 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 financial advisor and financial planner has never been easier. 

Get stared with a FREE intro call to see if we can help.

Katherine Fonville

Founder and Financial Advisor

in Richmond, VA

Call (888) 320-7400 or click to get in touch.

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