Talk With a Fiduciary Financial Advisor You Can Trust

A lot of families worry about retirement. We help you design, execute, and protect a personalized financial plan so you can enjoy life without the stress of money.

Financial advisor richmond and Williamsburg VA

Richmond, VA | Williamsburg, VA  | Virtually Nationwide

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Get the financial planning and investment advice you've been missing.

Whether you need advice on how to retire, managing your investments, or how to reduce taxes in retirement, it's no longer enough to simply have enough money to retire. 

Basing your financial strategy 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.

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

To get your dream, you need to have a plan.

Find out if, when, and how to retire -  without the stress of money.

WHY RETIREMENT PLANNING?

  • Analyze cash flows in retirement

  • Social security timing strategies

  • Pension decisions and more

Grow, preserve, and create income - without more risk than necessary.

WHY INVESTMENT MANAGEMENT?

  • Align your money with your life

  • Reduce unnecessary risks

  • Create retirement cash flow

Reduce taxes now and and plan for better tax control in the future. 

WHY TAX PLANNING?

  • Reduce your taxes

  • Create tax free income

  • Plan around tax traps

Partner with a Fiduciary, Fee-Only
Financial Planner 
You Can Trust.

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 you can trust.

FIDUCIARY FINANCIAL ADVISORS

Fiduciary 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.

CREDENTIALED AND EXPERIENCED ADVISORS

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

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.

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98%

 Client retention rate

*2019 Client Retention

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60+ 

Years of Combined Experience

Family getting great service

180+

Families Served

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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ARE YOU LOOKING FOR INDEPENDENT ADVICE?
IS COVENANT RIGHT FOR ME?

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