We're financial advisors who help you retire with confidence.
A lot of people stress about money. We design, implement, and protect a customized wealth strategy so you can retire without the stress of money.
Glen Allen | Richmond | Williamsburg
Helping you retire through customized financial planning, investing, and advice.
Fiduciary financial advisor services customized for you and your family.
Financial Planning
Financial planning that helps you prepare for retirement, reduce taxes, and reach life goals.
FINANCIAL PLANNING BENEFITS
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Plan your retirement
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Improve cash flow in retirement
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Make smarter financial decisions
Investment Management
Investment management to help you manage risk, conservatively grow your portfolio, and fund the life you want.
INVESTMENT MANAGEMENT BENEFITS
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Improve expected returns
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Reduce portfolio risk
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Create retirement income
Tax Planning
Tax planning is a forward looking approach to help reduce the taxes you pay and increase your cash flow.
POTENTIAL TAX PLANNING BENEFITS
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Reduce taxable income
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Improve tax efficiency
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Put more money in your pocket
FEATURED IN:
The Best Fee Only Financial Advisors Plan Around Your Money and Your Life
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 fee-only CERTIFIED FINANCIAL PLANNERS™ who are passionate about helping you live your best life. Since we specialize in retirement income planning and investing, you can enjoy retirement with financial security, confidence, and peace of mind.
150+
Families Served
$180+
Million under management as of 10/31/2019
50
Years Combined Experience
Why We're Different
WE ARE FIDUCIARY FINANCIAL ADVISORS
This means our financial advisors are required by law to always put your best interests first.
WE ARE FULLY INDEPENDENT
We work for our clients only; not public shareholders who seek maximum profit at the expense of clients.
WE ARE FEE-ONLY FINANCIAL ADVISORS
This means we never earn commissions or 3rd party payments for product recommendations.
WE'RE EXPERTS IN INVESTING IN RETIREMENT
We specialize in helping individuals and families age 50 plus create income and preserve wealth in retirement.
Contact us to talk to a financial advisor.