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About Us
Covenant Wealth Advisors is a Fee-Only Financial Planning Firm
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 the United States.
We help individuals age 50 plus who have over $1 million in investments 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 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.
Our Team
Covenant Wealth Advisors by the Numbers
60+
Years of Combined Experience
160+
Families served
98%
2019 Client Retention Rate
Why We're Different
We are driven by our values
Integrity
Clients deserve objectivity, transparency, and having their interests placed first, all the time.
Listen
We ask questions, listen, and have a genuine interest in people.
Gratitude
Clients trust us with 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.
