About Our Firm

We believe in helping individuals and families retire without the stress of money.

FEATURED IN:

Financial Planning, Delivered with Transparency and Objectivity

Covenant Wealth Advisors is an independent, fee-only wealth management firm and financial planner located in Richmond and Williamsburg, VA. We help successful individuals 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 communcation. A culture of learning, teamwork, and dedication to always doing what's right for our clients drives Covenant's people.

What sets Covenant Wealth Advisors apart?

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 advisors never earn hidden fees or commissions. This reduces conflicts of interest.

CREDENTIALED AND EXPERIENCED ADVISORS

With over 50 years of combined experience, your team will include a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a CPA, and a client service manager

RETIREMENT INCOME EXPERTS

With over 50 years of combined experience, your team will include a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a CPA, and a client service manager

FIXATION ON TAXATION

Tax planning is the art of arranging your affairs to minimize the impact of tax costs along the way. As tax laws are often complex and frequently change, our CPA works alongside our financial planners to help our clients reduce their tax liability now and in the future.

COMMITMENT TO EDUCATION

Our clients often tell us how much they appreciate the education they receive from our advisors. We know that the more you know, the more successful you will be.