
Fiduciary Financial Advisor and Wealth Management Firm
Are You Concerned About Retirement?
Looking for a fiduciary financial advisor and wealth manager to help you plan for retirement? Let our fee-only advisors design your retirement plan, manage your investments, and reduce taxes so you can stop worrying and gain peace of mind.
SERVING RICHMOND VA | RESTON VA | WILLIAMSBURG VA | CLIENTS NATIONWIDE
Awards & Recognition

Top Financial Advisory Firms 2025*

Best-In-State Wealth Advisors 2022*

#1 Fastest Growing Company 2020*
Fully Integrated Financial Advisory Services to Help You Retire with Real Peace of Mind
We help individuals age 50+ with over $1M design, implement and protect a personalized financial plan for retirement. Get the clarity, insight, and partnership you need to help guide your wealth management decisions.
"How do I retire without running out of money?"
WHY RETIREMENT PLANNING?
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When can I retire?
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How can I maintain my lifestyle in retirement?
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How can I maximize my income in retirement?
"I'm worried that my investment portfolio isn't optimized for retirement."
WHY INVESTMENT MANAGEMENT?
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How should I adjust my asset allocation?
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Is my portfolio sufficient for retirement?
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How can I maximize my return and minimize my risk?
"What tax strategies should I use to help reduce taxes in retirement?"
WHY TAX PLANNING?
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Should I do Roth conversions?
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How can I pay less federal or state taxes?
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How can I prepare for taxes in the future?
FIDUCIARY FINANCIAL ADVISORS
Fiduciary financial advisors are required by law to always put your best interests first.
NO COMMISSIONS
Our fee-only financial planners never earn hidden fees or commissions. This reduces conflicts of interest.
WE SPECIALIZE IN HELPING INDIVIDUALS RETIRE
Your team will include a CERTIFIED FINANCIAL PLANNER™ professional, a CPA, and a client service manager
Hear From Clients We've Served
Covenant Wealth Advisors has not provided any compensation for the client testimonials shown. We have solicited these testimonials but have not influenced their content. To our knowledge, no other conflicts of interest exist regarding these testimonials. Click on the individual name below for date of posting.
We believe the best financial advisors for retirement 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.
97%
Client retention rate
*2023 Client Retention
$653+ million
assets under management as of 12/31/2024
18+ Years
Average industry experience per CERTIFIED FINANCIAL PLANNER™ Professional
You no longer have to stress about retirement
With Covenant Wealth Advisors, you'll know from the start that you have a comprehensive financial, tax and investment plan at a reasonable price. Getting started with a fiduciary financial advisor and fee-only financial planner has never been easier. Meet with one of our CERTIFIED FINANCIAL PLANNER® professionals virtually across the United States or in person at one of our three locations across Virginia including Richmond, Williamsburg, and Northern VA (Reston).

Your Team of Financial Advisors at
Covenant Wealth Advisors
Richmond VA| Williamsburg VA | Reston VA



