Talk to a Financial Advisor and Retire With Confidence
By combining fee-only financial planning with investment management, we’ll help you grow, manage, and protect your wealth, so you enjoy life without the stress of money.
FEATURED IN:
Financial Planning, Investing, and Advice That Helps You Retire
Retirement planning that helps you retire without the stress of money.
WHY RETIREMENT PLANNING?
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Retire with confidence
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Maximize your income
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Avoid big money mistakes
Investment management that helps you preserve, grow, and utilize wealth.
WHY INVESTMENT MANAGEMENT?
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Align your money with your life
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Create investment income
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Preserve your wealth
Get continuous guidance and advice from a Certified Financial Planner you can trust.
WHY CWA?
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More than investment advice.
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Jargon free conversations
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No commissions
Live the Life You Want With a Fee-Only Financial Planner You Can Trust
Enjoy a relationship with a credentialed CERTIFIED FINANCIAL PLANNER™ who always put your interests first, never receives commissions, and is focused on helping you accomplish your goals.
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.
60+
Years of Combined Experience
170+
Families Served
98%
Client retention rate
*2019 Client Retention
Recent Blog Posts
Retire 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 Fee-Only Financial Advisor
