Talk to a Financial Advisor and Retire with Peace of Mind
Fee-only financial planning, investment management, and advice that helps you retire without the stress of money. Because "your best interests" should always be in "our best interest."
Richmond, VA | Williamsburg, VA | Glen Allen, VA
As Featured In:
Fee-Only, Fiduciary Financial Advisors
You Can Trust.
Covenant Wealth Advisors is an award winning, fee-only, fiduciary financial advisor serving individuals and families in Richmond, Virginia, Williamsburg, Virginia and nationwide. We specialize in retirement income planning and investment management for individuals age 50 plus. Enjoy a meaningful relationship with a fee-only and fiduciary financial advisor you can trust.
Our fee-only financial advisors never earn hidden fees or commissions. This reduces conflicts of interest.
Personal Financial Planning and Investing
That Helps You Enjoy Life
Enjoy a relationship with a credentialed CERTIFIED FINANCIAL PLANNER™ who always puts 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.
Client retention rate
*2019 Client Retention
Years of Combined Experience
See How Covenant Wealth Advisors Can Help You
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.
Founder and Fee-Only Financial Advisor
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