Financial Advisor Richmond VA Williamsbu

Talk to a Financial Advisor and Retire with Confidence 

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  | Nationwide

AWARDS & PRESS

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Create your personal financial plan and retire without the stress of money

Covenant Wealth Advisors is an award winning, fee-only 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.

Imagine having a clear road map that clearly shows you how to retire, how to reduce taxes, and how to live life without the stress of money - that's real financial planning.

WHY FINANCIAL PLANNING?

  • Design a plan for retirement.

  • Accomplish your life goals

  • Reduce your taxes

Finding the right mix of investments can be hard. We'll create a fully customized investment portfolio designed to help you build, conserve, and utilize your investments for a better life.

WHY INVESTMENT MANAGEMENT?

  • Align your money with your life

  • Conservatively grow your money

  • Create investment income

Get a relationship with a team of experienced financial advisors including a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a CPA, and a client service manager.

WHY CHOOSE US?

  • Because relationships matter

  • Experienced CFP® Professionals

  • Objectivity and continuity

Get Objective Advice From a Fee-Only Financial Planner You Can Trust

Whether you live in Richmond, Williamsburg, or nationwide, you'll enjoy a relationship with a credentialed CERTIFIED FINANCIAL PLANNER™ who always puts your interests first, never receives commissions, and has the experience to guide you.

Fiduciary Financial Advisors

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

Fee-Only Financial Planning

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.

98%

 Client retention rate

*2019 Client Retention

60+ 

Years of Combined Experience

150+

Families Served

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

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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