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About Us
What Can a Fee-Only Financial Planning Firm Do For You?
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 21 states in the U.S.
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.
Our financial planning, retirement income planning, and investment management services help you enjoy life without the stress of money.
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.
Your Team
Broderick Mullins, MBA
Financial Advisor and Portfolio Manager
14 Years Experience
Megan Waters, CMFC®, AAMS®
Associate Financial Advisor
14 Years Experience
Covenant Wealth Advisors by the Numbers
15.6
Average Years of Experience Per Advisor
50 to 1
or Better Client To Advisor Ratio
98%
2021 Client Retention Rate
We are driven by our values
Integrity
We believe in objectivity, transparency, and having client interests placed first, all the time.
Listen
We ask questions, listen, and have a genuine interest in people.
Gratitude
Clients rely on us for some of their most important financial decisions and we never forget that the honor is ours.
Pursue Excellence
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.
How We Are Different
