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Contact Us Today!

Covenant Wealth Advisors

 

See How We Can Help You 

Retire Comfortably

 

Retirement Income Planning | Investment Management | Tax Planning

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  • Retirement Income Planning - Find out if you can retire without running out of money

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  • Investment Management - Turn-key management of your investments

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  • Tax Planning - Help lower your taxes up to and through retirement.

Or

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We will contact you within 24 hours. To speak with someone now, call us at 1-804-729-5265

Awards & Recognition

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Newsweek America's Top Financial Advisory Firms in the United States 2025

Top Financial Advisory Firms 2025* by Newsweek

Forbes_Covenant.png

Best-In-State Wealth Advisors 2025* by Forbes

RVA 25 Fastest Growing companies in Richmond VA

#1 Fastest Growing Company 2020* by RichmondBizSense

Office Locations

Williamsburg VA Office

 

351 McLaws Circle

STE 1

Williamsburg, Va 23185

(757) 259-0111

Richmond VA Office

 

8001 Franklin Farms Drive

RM 208

Richmond, VA 23229

(804) 729-5265

Reston VA Office

 

1768 Business Center Drive

STE 120

Reston, VA 20190

(703) 991-2000

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GENERAL

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About

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DISCLOSURES

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Form CRS

Form ADV 2A

Form ADV 2B

Privacy Policy

Legal Disclosure

CONTACT US

 

Email: info@mycwa.com

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Hours of Operation:​

Mon - Friday: 08:30 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

8001 Franklin Farms Drive

RM 208

Richmond, VA 23229

(804) 729-5265

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RESTON VA LOCATION

1768 Business Center Drive

Suite 120

Reston, VA 20190

(703) 991-2000

Disclosures:​

Services offered by Covenant Wealth Advisors (CWA), a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Registration of an investment advisor does not imply a certain level of skill or training. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Investments involve risk and there is no guarantee that investments will appreciate. Past performance is not indicative of future results. By entering your info into our forms, you are consenting to receive our email newsletter and/or calls regarding our products and services from CWA. This agreement is not a condition to proceed forward. Case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed.

 

Awards and Recognition

Covenant Wealth Advisors was nominated by Newsweek/Plant-A-Insights Group in November of 2024 as one of America's Top Financial Advisory Firms for 2025. You may access the nomination methodology disclosure here and a list of financial advisory firms selected.

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CWA was nominated for the Forbes Best-In-State Wealth Advisor 2025 ranking for Virginia in April of 2025. Forbes Best-In-State Wealth Advisor full ranking disclosure. Read more about Forbes ranking and methodology here.

 

CWA was awarded the #1 fastest growing company by RichmondBizSense on October 8th, 2020 based on three year annual revenue growth ending December 31st, 2019. To qualify for the annual RVA 25, companies must be privately-held, headquartered in the Richmond region and able to submit financials for the last three full calendar years. Submissions were vetted by Henrico-based accounting firm Keiter. 

 

Expertise.com voted Covenant Wealth Advisors as one of the best financial advisors in Williamsburg, VA  and best financial advisors in Richmond, VA for 2025 last updated as of this disclosure on February 12th, 2025 based on their proprietary selection process. 

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CWA is a member of the Better Business Bureau. We compensate the BBB to be a member and our BBB rating is independently determined by the BBB.

 

CWA did not compensate any of the entities above for the awards or nominations. These award nominations were granted by organizations that are not CWA clients. However, CWA has compensated Newsweek/Plant-A Insights Group for licensing and advertising of the nomination and compensated Expertise.com to advertise on their platform.

 

While we seek to minimize conflicts of interest, no registered investment adviser is conflict free and we advise all interested parties to request a list of potential conflicts of interest prior to engaging in a relationship.

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Client retention rate is calculated by (total clients at end of period - new clients acquired during period)/total clients at start of period) x 100%. 

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