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

  • Plan your retirement

  • Improve cash flow in retirement

  • 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

  • Improve expected returns

  • Reduce portfolio risk

  • 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

  • Reduce taxable income

  • Improve tax efficiency

  • Put more money in your pocket

FEATURED IN:

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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.

Covenant Wealth Advisors

 

Covenant Wealth Advisors is a private wealth management firm, fee only financial planner, and fiduciary advisor with offices in Richmond, VA and Williamsburg, VA.

Founded in 2010, we work with more than 140 families and manage over $180 million* in assets for clients in Virginia and across the country. 

Our fiduciary financial advisors and fee-only financial planners specialize in working with individuals and families age 50 plus, who are concerned about retirement.

CONTACT US

 

Toll Free: (888) 320-7400

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

4870 Sadler Road

#300

Glen Allen, VA 23060

(804) 729-5265

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Covenant Wealth Advisors is a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *AUM as of June 30, 2018