Covenant Wealth Advisors is a Fee-Only Financial Planning Firm
Founded in 2010, Covenant Wealth Advisors is an independent, fee-only financial planning firm and fiduciary advisor serving clients in Richmond VA, Williamsburg VA, and virtually across the United States.
Our mission is to help individuals retire with peace of mind through a lifetime of clarity, insight, and partnership.
We do our best work helping clients age 50 plus who have over $1 million in investments and retirement savings.
As a fiduciary, we are required by law to always put client interests first.
Rather than simply sell products, we take the time to personalize strategies around your total financial life. As a fee-only firm, we never charge commissions or accept third-party payments. While technology drives our work, we're driven by real relationships and transparent communication. A culture of learning, teamwork, and dedication to always doing what's right for our clients drives Covenant's people.
Covenant Wealth Advisors by the Numbers
Years of Combined Experience
2019 Client Retention Rate
Why We're Different
We are driven by our values
Clients deserve objectivity, transparency, and having their interests placed first, all the time.
We ask questions, listen, and have a genuine interest in people.
Clients trust us with their most important financial decisions and we never forget that the honor is ours.
We continually seek education, better experiences, and better outcomes.
Make it Happen
We believe in positive, can-do, attitudes where every member of our team is accountable for their actions.
Family & Relationships
We value family, friends, and having the time and flexibility to live a great life.