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Talk to a Financial Advisor and Retire with Confidence
Design, build and protect a financial plan for retirement. Covenant is a fee-only financial advisor helping individuals aged 50+ retire without the stress of money.
Williamsburg | Richmond | Midlothian | Glen Allen | Virginia Beach | Virtually Nationwide
AWARDS AND MEDIA*
Enjoy Fee-Only Financial Planning with a Fiduciary Financial Advisor You Can Trust
Covenant Wealth Advisors' team of award winning, fee-only, fiduciary financial advisors serving individuals aged 50+ in Richmond, Virginia, Williamsburg, Virginia and nationwide. We help you gain peace of mind by designing, building, and protecting a powerful plan that helps you retire with the life you want most.
Get a personalized road map to help you retire with the life you want most.
WHY RETIREMENT PLANNING?
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Maximize your income potential
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Pension and social security decisions
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Create cash flow projections
Optimize your investments to better align with your income needs, risk tolerance, and quality of life desires.
WHY INVESTMENT MANAGEMENT?
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Align your money with your life
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Conservatively grow your money
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Personalize your investment strategy
Find out what you can do to reduce federal and state taxes now and in retirement.
WHY TAX PLANNING?
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Improve your after-tax income
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Give more to charity
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Reduce federal and state taxes
Why Covenant Wealth Advisors?
Enjoy a relationship with a credentialed CERTIFIED FINANCIAL PLANNER™ who always puts your interests first, never receives commissions, and has the experience to help you accomplish your goals.
FEE-ONLY COMPENSATION
Our fee-only financial advisors never earn hidden fees or commissions. This reduces conflicts of interest.
What Do Current and Former Clients Have to Say About Covenant Wealth Advisors?
Covenant Wealth Advisors did not provide any compensation for the testimonials below. To our knowledge, there are no conflicts of interest regarding these testimonials.
We Have Helped More People Plan for Each Phase of Retirement Than Some Financial Advisors Have Clients
We help doctors who are exhausted from the grind, mid-level and C-suite executives who have complex compensation, independent women who want to know they'll be okay, and many more...