Fiduciary, Fee-Only Financial Advisor in Richmond, VA
Covenant Wealth Advisors helps people in the Richmond area who are 50 or older and have saved $1 million or more. We build one clear plan for your retirement income, taxes and investments, and we keep it current for as long as you're with us. As fiduciaries, we are required to put your interests first. We are paid only by our clients, never by commissions.
Free and no obligation. Meet in the West End or by Zoom.
Retirement, Tax, and Investment Planning for Richmond Families Age 50+
Serving Richmond, Midlothian and Central Virginia
Covenant Wealth Advisors has been headquartered in Richmond since 2010. From our office at 8001 Franklin Farms Drive, Room 208, we work with families across Richmond, Midlothian, Glen Allen and Central Virginia who want one coordinated plan for retirement.
That plan answers the questions most people bring to us: When can I retire? When should I claim Social Security? What lifestyle can I afford? Do Roth conversions make sense? How should I invest for the income I will need?
Meet with us in person in the West End or by video from anywhere across the country.
Richmond office at a glance
Address:
8001 Franklin Farms Drive
Room 208
Richmond, VA 23229
Hours:
Monday through Friday
8:30 a.m. to 5:00 p.m. Eastern
Meetings:
In person at this office or by video, by appointment
Attire:
Whatever makes you comfortable
Meet Your Richmond Financial Advisory Team:
Who we serve: People 50 and older with $1 million or more in investments, not counting their home or other real estate.
How we’re paid: Fee-only. You pay us directly. We accept no commissions and no payments from product companies. See our fees
The firm: Founded in 2010 and headquartered in Richmond. $1.05 billion+ in assets under management as of 06/30/2026. 98% client retention in 2025. Nine CFP® professionals across three Virginia offices.
Hear From Clients We've Served
The testimonials below are from current clients of Covenant Wealth Advisors. Covenant Wealth Advisors has 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.