We will help you retire without the stress of money.
Our Financial Planning Approach is Simple
There is nothing more rewarding than seeing our clients retire with confidence
Discover & Understand
We are genuninely interested and curious about your life goals and financial position
Analyze & Design
We apply our extensive background of financial planning for retirement and investing
Implement & Enjoy
We execute personalized strategies to create a more confident retirement
Covenant Wealth Advisors is a Fee-Only Financial Planning Firm
Covenant Wealth Advisors is an independent, fee-only financial planning firm and fiduciary located in Richmond and Williamsburg, VA. We help individuals age 50 plus achieve financial peace of mind leading up to and throughout retirement. Our financial planning, retirement income planning, and investment management services help individuals enjoy life without the stress of money.
As our name implies, we pledge 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.
Our Leadership Team
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.
Schedule a complementary consultation to discuss your retirement goals
Speak to a Financial Advisor