Financial Advisors Who Help You Retire

Talk with a fiduciary, fee-only financial advisor to help you manage your money, plan for retirement, and reduce taxes. Dream with us and find out what's possible.

FEATURED IN:

new york times logo.png

Fee-Only Fiduciary Financial Advisors

We are an independent, employee-owned financial advisory firm in Richmond and Williamsburg, VA that provides financial services on a fee-only basis. Our team of financial advisors put your interests first by helping with financial planning, investment management, retirement planning, tax planning, social security analysis, college planning, 401k allocation and estate planning.

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 planners 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

Personal Financial Planning That Helps You Enjoy Life

Covenant Wealth Advisors provides comprehensive fee-only financial planning that helps you plan for retirement, invest your money, and reduce taxes so you can focus on life.

Get advice to help you plan for retirement, avoid running out of money, and create an income stream you won't outlive.

RETIREMENT PLANNING SERVICES

  • Cash flow projections

  • Social security

  • Retirement income

Get easy to understand investment advice and management. Tell us your goals and we'll help you achieve them.

INVESTMENT MANAGEMENT SERVICES

  • Risk-managed investing

  • Asset allocation

  • Investment income

Tax planning may help reduce your income tax liability. Find out how to pay less in taxes now and in the future.

TAX PLANNING SERVICES

  • Tax return analysis

  • Tax reduction strategies

  • Tax projections

The best fee-only financial planners 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.

150+

Families Served

98%

 Client retention rate

15 Years

Average Financial Advisor Experience

OTHER FINANCIAL ADVISORS

Many financial advisors aren't legally required to act in your best interest. Instead, they only have to do what's suitable for you. 

"Big name" brokerage firms like Merrill Lynch and Wells Fargo may sell proprietary products even though they may not be the best product for you. This may create a conflict of interest and could increase your cost. 

They receive hidden commissions and third-party payments for selling products in addition to the fees they may charge.

They are generalists often focusing on investing alone with little consideration for your retirement goals, taxes, and income needs.

COVENANT WEALTH ADVISORS

As a registered investment advisor, our advisors are held to a fiduciary standard legally requiring us to act solely in your best interest.

We don't sell proprietary products and only select investment vehicles from the available universe of securities that are considered best-in-class for our client’s needs.

Our financial advisor fees are simple and straightforward based on a small percentage of your assets under management or a fixed financial planning fee. We never charge commissions.

We specialize in retirement income planning and investment management with special attention to taxes, income, and preserving wealth in retirement.

Get Started 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 Vice-President

Start Here to See if We Can Help

FOLLOW US ON

  • Grey LinkedIn Icon
  • Grey Facebook Icon
  • YouTube

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