Fee-Only Financial Advisor | Williamsburg | Richmond

FINANCIAL ADVISORS WHO HELP SIMPLIFY YOUR FINANCIAL LIFE

By combining comprehensive financial planning with investment management, we'll help you grow, manage and protect your wealth so you can enjoy life without the stress of money.

AS FEATURED IN:

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Get objective advice from financial advisors who put your best interests first.

Are you concerned about not having enough money in retirement?

Do you fear experiencing a significant investment loss in a stock market downturn?

Are you struggling with how to plan for an income stream you won't outlive?

ARE WE RIGHT FOR YOU?

Find out if we’re a good match for your needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.

Mid Career Families

You're in your 50s and at the peak of your career.

Nearing Retirement

You're in your 60s and want to retire within 5 years.

Enjoying Retirement

You are currently retired and want to simplify your financial life.

The CWA Difference

Covenant Wealth Advisors is a fee-only Financial Advisor with offices in Richmond and Williamsburg, VA. We specialize in fully integrated wealth management services including financial planning and investment management.

OUR ADVISORS ARE ALWAYS FIDUCIARIES

This means our financial advisors are required by law to always put your best interests first. No exceptions.

WE ARE INDEPENDENT FINANCIAL ADVISORS

We only work for you and never sell proprietary investment products.

WE'RE FEE-ONLY ADVISORS, NOT FEE-BASED ADVISORS

This means we never accept commissions; whereas fee-based advisors can earn commissions and fees!

WE'RE EXPERTS IN RETIREMENT PLANNING

We specialize in helping individuals and families age 50 plus create income and preserve wealth in retirement.

LET US SIMPLIFY YOUR FINANCIAL LIFE

Financial Planning

Insurance

Evidence Based Investing

Estate Planning

Retirement Planning

Tax Strategies

Enjoy a Relationship with a Fee-Only Financial Planner Who Ties Your Money to Your Life 

When you partner with Covenant Wealth Advisors in Williamsburg VA or Richmond VA, you get more than investment advice. You get an experienced CERTIFIED FINANCIAL PLANNER™ professional who is passionate about helping you live your best life. Our financial advisors have decades of combined experience. As a registered investment advisor, we always put your interests first by acting as a fiduciary advisor. As a fee-only financial planner, we never receive commissions. Work with us  and retire with confidence.

150+

Families Served

$180+

Million under management as of 10/31/2019

50

Years Combined Experience

ARE WE RIGHT FOR YOU?

Find out if we’re a good match for your needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.

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