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Covenant Wealth Advisors is a financial advisor and wealth management firm in Richmond, Williamsburg, and Reston VA.

Fiduciary Financial Advisor and Wealth Management Firm

Are You Concerned About Retirement? 

Looking for a fiduciary financial advisor and wealth manager to help you plan for retirement? Let our fee-only advisors design your retirement plan, manage your investments, and reduce taxes so you can stop worrying and gain peace of mind. 

SERVING RICHMOND VA | RESTON VA | WILLIAMSBURG VA | CLIENTS NATIONWIDE

Awards & Recognition

Newsweek America's Top Financial Advisory Firms in the United States 2025

Top Financial Advisory Firms 2025*

Top Forbes Financial Advisor in the State of Virginia

Best-In-State Wealth Advisors 2022*

RVA 25 Fastest Growing companies in Richmond VA

#1 Fastest Growing Company 2020*

Fully Integrated Financial Advisory Services to Help You Retire with Real Peace of Mind

We help individuals age 50+ with over $1M design, implement and protect a personalized financial plan for retirement. Get the clarity, insight, and partnership you need to help guide your wealth management decisions.

"How do I retire without running out of money?"

WHY RETIREMENT PLANNING?

  • When can I retire?

  • How can I maintain my lifestyle in retirement?

  • How can I maximize my income in retirement?

"I'm worried that my investment portfolio isn't optimized for retirement."

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?

"What tax strategies should I use to help reduce taxes in retirement?"

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?

Why Our Financial Advisors and Planners Are the Smart Choice to Help You Plan for Retirement

Enjoy a relationship with a credentialed CERTIFIED FINANCIAL PLANNER™ professional who always puts your interests first, never receives commissions, and specializes in retirement income planning.

FIDUCIARY FINANCIAL ADVISORS

Fiduciary financial advisors are 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.

WE SPECIALIZE IN HELPING INDIVIDUALS RETIRE

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.

We believe the best financial advisors for retirement 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

$653+ million

assets under management as of 12/31/2024

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, tax and investment plan at a reasonable price.  Getting started with a fiduciary financial advisor and fee-only financial planner has never been easier. Meet with one of our CERTIFIED FINANCIAL PLANNER® professionals virtually across the United States or in person at one of our three locations across Virginia including Richmond, Williamsburg, and Northern VA (Reston). 

Financial advisors in Richmond VA, Williamsburg, VA and Reston, VA.

Your Team of Financial Advisors at
Covenant Wealth Advisors

 
Richmond VA| Williamsburg VA | Reston VA

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 Plan a Retirement You'll Love?

JOIN 12,064+ INVESTORS WHO SUBSCRIBE TO OUR FREE WEEKLY NEWSLETTER

CONTACT US

 

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 08:30 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

8001 Franklin Farms Drive

RM 208

Richmond, VA 23229

(804) 729-5265

RESTON VA LOCATION

1768 Business Center Drive

Suite 350

Reston, VA 20190

(703) 991-2000

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Disclosures:

Services offered by Covenant Wealth Advisors (CWA), a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Registration of an investment advisor does not imply a certain level of skill or training. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Investments involve risk and there is no guarantee that investments will appreciate. Past performance is not indicative of future results. By entering your info into our forms, you are consenting to receive our email newsletter and/or calls regarding our products and services from CWA. This agreement is not a condition to proceed forward. Case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed.

 

*Award Winning: Covenant Wealth Advisors was nominated by Newsweek/Plant-A-Insights Group in November of 2024 as one of America's Top Financial Advisory Firms. You may access the nomination methodology disclosure here and a list of financial advisory firms selected. CWA was awarded the #1 fastest growing company by RichmondBizSense on October 8th, 2020 based on three year annual revenue growth ending December 31st, 2019. To qualify for the annual RVA 25, companies must be privately-held, headquartered in the Richmond region and able to submit financials for the last three full calendar years. Submissions were vetted by Henrico-based accounting firm Keiter. Expertise.com voted Covenant Wealth Advisors as one of the best financial advisors in Williamsburg, VA  and Richmond, VA on November 30th, 2024 based on their proprietary selection process.  CWA was nominated for the Forbes Best-In-State Wealth Advisor ranking for Virginia on April 7th, 2022. Forbes Best-In-State Wealth Advisor full ranking disclosure. Read more about Forbes ranking and methodology here. CWA did not compensate any of the entities above for the awards or nominations. These award nominations were granted by organizations that are not CWA clients. However, CWA has compensated Newsweek/Plant-A Insights Group for licensing and advertising of the nomination and compensated Expertise.com to advertise on their platform. While we seek to minimize conflicts of interest, no registered investment adviser is conflict free and we advise all interested parties to request a list of potential conflicts of interest prior to engaging in a relationship. CWA is a member of the Better Business Bureau. We compensate the BBB to be a member and our BBB rating is independently determined by the BBB.

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