Financial Advisor Richmond VA Williamsbu

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

As Featured In:

Fee-Only Fiduciary Financial Advisors

You Can Trust.

Covenant Wealth Advisors is an award winning, fee-only financial advisor serving individuals and families in Richmond, Virginia, Williamsburg, Virginia and nationwide.  We specialize in retirement income planning and investment management for individuals age 50 plus. Enjoy a meaningful relationship with a fee-only and fiduciary financial advisor you can trust.

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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.

CFP designation

CREDENTIALED AND EXPERIENCED ADVISORS

Your team will include a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a CPA, and a client service manager

Personal Financial Planning and Investing

That Helps You Enjoy Life

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

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Financial planning that helps integrate your total financial picture with your life picture.

WHY FINANCIAL PLANNING?

  • Organize your financial life

  • Get objective advice

  • Make better financial decisions

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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

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

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

*2019 Client Retention

60+ 

Years of Combined Experience

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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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