top of page
Financial advisor Richmond and Williamsburg VA

Fiduciary Financial Advisor in Richmond, Williamsburg, Reston VA and Virtually Nationwide

Secure Your Retirement with a Financial Advisor You Can Trust

Our fiduciary financial advisors help you - individuals and couples age 50 and above - achieve a secure, stress-free retirement with tailored retirement planning, investment management, and tax strategies.

Awards & Recognition

America's Top Financial Advisory Firms 2025_Top Financial Advisory Firms 2025 BANNER.png

Top Financial Advisory Firms 2025*

Top Forbes Financial Advisor in the State of Virginia

Best-In-State Wealth Advisors 2022*

RVA25_Covenant.jpg

#1 Fastest Growing Company 2020*

Enjoy a Done-For-You Financial Advisor Experience To Help You Retire With Confidence 

Get the clarity, insight, and partnership you deserve from a trusted financial advisor. We simplify wealth management, doing the heavy lifting so you can enjoy life with peace of mind.

Get a personalized road map to help you retire with the life you want most.

WHY RETIREMENT PLANNING?

  • When can I retire?

  • How can I maintain my lifestyle in retirement?

  • How can I maximize my income in retirement?

Optimize your investments to better align with your life. 

WHY INVESTMENT MANAGEMENT?

  • How should I adjust my asset allocation?

  • Is my portfolio sufficient for retirement?

  • How can I maximize my return and minimize my risk?

Create a tax efficient retirement income plan

WHY TAX PLANNING?

  • Should I do Roth conversions?

  • How can I pay less federal or state taxes?

  • How can I prepare for taxes in the future?

Get Objective Advice from a Fiduciary Financial Advisor Who Understands Retirement

Enjoy a relationship with a credentialed CERTIFIED FINANCIAL PLANNER™ professional who always puts your interests first, never receives commissions, and has the experience to help you accomplish your goals.

FIDUCIARY FINANCIAL ADVISORS

Fiduciary Financial Advisors required by law to always put your best interests first. 

NO COMMISSIONS

Our fee-only financial planners never earn hidden fees or commissions. This reduces conflicts of interest.

CREDENTIALED AND EXPERIENCED ADVISORS

Your team will include a CERTIFIED FINANCIAL PLANNER™ professional, a CPA, and a client service manager

Hear From Clients We've Served

Covenant Wealth Advisors has not provided any compensation for the client testimonials shown. We have solicited these testimonials but have not influenced their content. To our knowledge, no other conflicts of interest exist regarding these testimonials. Click on the individual name below for date of posting.

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. 

97%

 Client retention rate

*2023 Client Retention

$631+ million

assets under management as of 09/30/2024

18+ Years

Average industry experience per CERTIFIED FINANCIAL PLANNER™ Professional

You no longer have to stress about retirement

 

With Covenant Wealth Advisors,  you'll know from the start that you have a comprehensive financial and investment plan at a reasonable price.  Getting started with a fiduciary financial advisor and fee-only financial planner has never been easier. 

Financial advisor Richmond Reston and Williamsburg VA

Your Team of Financial Advisors at Covenant Wealth Advisors
Richmond | Williamsburg | Reston

Certified Financial Planner in Richmond, Williamsburg, and Reston VA
Fee Only Financial Planner in Richmond, Williamsburg, and Reston VA
National Association of Personal Financial Advisors Member Logo

Ready to Get Started?

bottom of page