Financial Planning and Investment Management Delivered with Transparency and Objectivity
Covenant Wealth Advisors is an independent, fee-only financial planning and wealth management firm located in Richmond and Williamsburg, VA.
We help individuals age 50 plus achieve financial peace of mind through a lifetime of personalized advice, trust, and meaningful relationships. Our fully integrated retirement planning, investment management, and tax planning services help individuals enjoy life without the stress of money.
As our name implies and as a fiduciary, we are legally required 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. This reduces conflicts of interest for you.
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.
Find out how we help you to and through retirement.
Covenant Wealth Advisors by the Numbers
Years of Combined Experience
2021 Client Retention Rate
Why We're Different
We are driven by our values
We believe in objectivity, transparency, and having client interests placed first, all the time.
Cookie cutter solutions don't cut it for us. Our value begins where others end.
Clients rely on us for some of their most important financial decisions and we never forget that the honor is ours.
Enjoy Life and Family
We value family, friends, and having the time and flexibility to live a great life.
Go the Distance
We believe in positive, can-do, attitudes where every member of our team is accountable for their actions.
We ask questions, listen, and have a genuine interest in people.