Christian Families

Get help aligning your finances with your christian beliefs. 

Christian Families

 

John and his wife Mary are devout Christians.

 

Like many families, they are busy with their life, kids and career, but they are also focused on giving back and living life guided by their Christian beliefs.

 

For them, life is guided by their biblical values and they want a Christian financial advisor who has similar values and shared faith.  

Additionally, that want an advisor who can help them with the following:

Key Concerns:

  • Identify the goals God has put in our heart to accomplish and then quantify how much is necessary to accomplish them.

  • Motivate us to take the steps necessary to reach a more desireable future by making better use of existing resources and increasing cash flow margin

  • Help us stay on track and maintain our progress toward our pre-determined goals, resulting in peace of mind.

  • How much much is enough and how much can I give to charities and others in need? 

Request Consultation

Call (888) 320-7400 or click to get in touch.

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Covenant Wealth Advisors

 

Covenant Wealth Advisors is a private wealth management firm, fee only financial planner, and fiduciary advisor with offices in Richmond, VA and Williamsburg, VA.

Founded in 2010, we work with more than 140 families and manage over $180 million* in assets for clients in Virginia and across the country. 

Our fiduciary financial advisors and fee-only financial planners specialize in working with individuals and families age 50 plus, who are concerned about retirement.

CONTACT US

 

Toll Free: (888) 320-7400

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

4870 Sadler Road

#300

Glen Allen, VA 23060

(804) 729-5265

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Covenant Wealth Advisors is a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *AUM as of June 30, 2018