About Our Firm
We believe in helping individuals and families retire without the stress of money.
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 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.
Why We're Different
We are driven by our values
Start Here to See if We Can Help.
Let us help you enjoy life without the stress of money.