Financial Advisor Richmond VA

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.

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 Financial Planning, Investing, and Advice That Helps You Retire

Retirement planning that helps you retire without the stress of money.

WHY RETIREMENT PLANNING?

  • Retire with confidence

  • Maximize your income

  • Avoid big money mistakes

Investment management that helps you preserve, grow, and utilize wealth.

WHY INVESTMENT MANAGEMENT?

  • Align your money with your life

  • Create investment income

  • Preserve your wealth

Get continuous guidance and advice from a Certified Financial Planner you can trust.

WHY CWA?

  • More than investment advice.

  • Jargon free conversations

  • 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.

FIDUCIARY FINANCIAL ADVISORS

This means that our financial advisors are required by law to always put client interests first. 

FEE-ONLY COMPENSATION

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

CREDENTIALED AND EXPERIENCED ADVISORS

Your team will include a CERTIFIED FINANCIAL PLANNER (CFP®) professional, a CPA, and a client service manager

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

Start Here to See if We Can Help.

Let us help you enjoy life without the stress of money.

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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

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