Talk With a Fee-Only & Fiduciary Financial Advisor

A lot of families worry about retirement. We work hard to help you plan, invest, and enjoy life without the stress of money.

Financial advisors in Richmond, VA | Williamsburg, VA  | Virtually Nationwide

AWARDS & MEDIA*

Get the fee-only financial planning and investment management you've been missing.

Financial Planning for Retirement

Whether you need help planning for retirement, managing your investments, or reducing taxes, it's no longer enough to simply have enough money to retire. 

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Basing your financial decisions on the most recent headlines doesn't work, nor does taking advice from your friend or co-worker. Personalized advice based upon your specific life goals, tax, and financial situation should be the foundation for a successful retirement plan.

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Fully integrated financial planning, investment management, and tax planning is at the heart of Covenant Wealth Advisors.

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Retirement Planning

Get the all the advice you need to retire without the stress of money.

• Analyze cash flows in retirement

• Social security timing strategies

• Pension decisions and more

Investment Management

Investment management to help bring peace of mind to your investment decisions.

• Align your money with your life

• Reduce unnecessary risks

• Create retirement cash flow

Tax Planning

Fully integrated tax planning to help you keep more in retirement.

• Reduce your taxes

• Create tax free income

• Avoid costly tax traps

Partner with a Fiduciary, Fee-Only Financial Planner To Help You Retire

Founded in 2010, Covenant Wealth Advisors is an award winning*, fee-only financial advisor serving individuals and families in Richmond, Virginia, Williamsburg, Virginia and virtually across the United States.  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.

Fiduciary 

Fiduciary Financial Advisors required by law to always put your best interests first. 

Fee-Only

Our fee-only financial advisors never earn hidden fees or commissions

Credentialed

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

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15.6 

Average Years of Experience Per Advisor

50 to 1

or Better Client to Advisor Ratio

98%

 Client retention rate

*2021 Client Retention

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. 

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