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:
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.
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
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.