Talk to a Financial Advisor and Retire with Confidence 

As Featured In:

Fee-Only Financial Planning.

Meaningful Relationships.

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.

Financial Planning

Financial planning that helps you tie your financial plan to your life plan.

WHY FINANCIAL PLANNING?

• Organize your financial life

• Get objective advice

• Make better financial decisions

Financial planning services

Investment Management

Investment advisors who help you preserve, grow, and utilize your wealth.

WHY INVESTMENT MANAGEMENT?

• Align your money with your life

• Conservatively grow your money

• Personalize your investment strategy

Investment management services

Retirement Planning

Retirement planning that helps you get on track for retirement and retire with confidence.

WHY RETIREMENT PLANNING?

• Maximize your income potential

• See your cash flows in retirement

• Reduce taxes and more

Retirement planning services

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

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.

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.

98%

 Client retention rate

*2019 Client Retention

60+ 

Years of Combined Experience

150+

Families Served

Recent Blog Posts

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. 

Katherine Fonville

Founder and Fee-Only Financial Advisor

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