Fiduciary, Fee-Only Financial Advisor and Planner in Williamsburg, VA
Covenant Wealth Advisors helps individuals and couples across Williamsburg and Hampton Roads who are 50 or older and have saved $1 million or more. Our office is at 351 McLaws Circle, beside Kingsmill. 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 Reston or virtually by Zoom.
Retirement, Tax, and Investment Planning for Williamsburg Families Age 50+
Serving Williamsburg, Newport News and Hampton Roads.
We work with families in Williamsburg, Kingsmill, Ford's Colony, Governor's Land, James City County, York County, Newport News, Hampton and Gloucester, and with clients in more than 20 states by video.
Many of our Williamsburg clients moved here to retire. The questions we hear most:
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When can I retire and maintain my lifestyle in Williamsburg?
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We just moved to Virginia. What changes for our taxes? (Virginia taxes pensions and IRA and 401(k) withdrawals at rates up to 5.75%, but not Social Security. Our Virginia income tax guide explains the details.)
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How much can we spend each year and still feel secure?
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How do my federal or military pension, survivor benefit and TSP fit with Social Security?
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Are our beneficiaries and account titles set up the way our will and trust intend?
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The healthcare industry is becoming stressful, what's the best plan to retire?
Williamsburg office at a glance
Address:
351 McLaws Circle
Suite 1
Williamsburg, VA 23185
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:
Wear 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.