Awards & Recognition
Top Financial Advisory Firms 2026 by Newsweek/Plant-A-Insights Group
Awarded each November based on data from a 12-month period through September 2025.
Best Financial Advisory Firms 2026 by USA Today/Statista
Awarded each March based on data from a 12-month period through January 2026.
Best-In-State Wealth Advisors 2026 by Forbes/Shook Research
Awarded each April based on data from a 12-month period through June 2025.
You Deserve a Financial Advisor and Wealth Management Firm Who Specializes in Retirement Planning
Founded in 2010, Covenant Wealth Advisors is an award winning* independent, fee-only wealth management firm and financial planner located in Richmond, Reston, and Williamsburg, VA. We help individuals age 50 plus achieve financial peace of mind leading up to and through retirement. Our wealth management services are geared toward helping 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 experience and 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.
98%
Client retention rate
*2025 Client Retention
$1.05 billion +
assets under management as of 06/30/2026
14+ Years
Average industry experience per CERTIFIED FINANCIAL PLANNER™ Professional
Hear From Clients We've Served
The testimonials below are from current clients of Covenant Wealth Advisors. We have not provided any compensation for the client testimonials shown. We have solicited these testimonials but have not influenced their content. To our knowledge, no other conflicts of interest exist regarding these testimonials. Click on the individual name below for date of posting.
We are driven by our values
Integrity
We believe in objectivity, transparency, and putting client interests first all the time.
Pursue Excellence
We continually seek education, better experiences, and better outcomes.
Gratitude
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.
Make It Happen
We believe in positive, can-do, attitudes where every member of our team is accountable for their actions.
Listen
We ask questions, listen, and have a genuine interest in people.
Our Team
Why We're Different
Recognition and Media Mentions
