Talk to a Financial Advisor & Retire With Confidence

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Fee-only financial advisors focused on you.

Covenant Wealth Advisors is a team of fiduciary financial advisors and fee-only financial planners with offices in Richmond and Williamsburg, VA. As a fiduciary, we are required by law to put your best interests first. As a fee-only firm, we never charge commissions or sell products. You come first.

FIDUCIARY FINANCIAL ADVISORS

This means that our financial advisors are required by law to always put client interests first. 

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

Personal Financial Planning That Helps You Enjoy Life

Covenant Wealth Advisors provides comprehensive fee-only financial planning that helps you plan for retirement, invest your money, and reduce taxes so you can focus on life.

Retirement Planning

Retirement income planning that helps  boost your confidence and reduce your anxiety.

RETIREMENT PLANNING SERVICES

• Cash flow projections

• Social security

• Retirement income

Investment Management

Investment management that helps you preserve, grow, and utilize wealth.

INVESTMENT MANAGEMENT SERVICES 

• Risk-managed investing

• Asset allocation

• Investment income

Tax Planning

Tax planning insights that help you minimize taxes and improve cash flow.

TAX PLANNING SERVICES

• Tax return analysis

• Tax reduction strategies

• Tax projections

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.

150+

Families Served

98%

 Client retention rate

15 Years

Average Financial Advisor Experience

Featured Resources

Get Started with Covenant Wealth Advisors Today

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 Financial Advisor