Business Owners

Are you a business owner in need of financial planning to help guide your family finances? If so, we can help.

Financial Planning for Business Owners


John is a small business owner who has built a thriving business valued at $12.5 million. He makes many challenging decisions every day and struggles to keep up with running the company while also balancing home life. There just isn't enough time to take care of his personal finances on top of everything else. 

Key Concerns:

  • Delegating the financial side of life so he can spend more time with family.

  • Constantly questions the wisdom of his investment plan.

  • Preparing for retirement

  • Paying too much in taxes

  • Simplifying his financial life

  • Making better financial decisions based on my personal situation

Request Free Consultation

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

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Covenant Wealth Advisors is a private wealth management and fee only financial planning firm 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 financial advisors and fee-only financial planners specialize in working with successful individuals and families age 50 plus, who are concerned about retirement, and who have over $1 million in investable assets.



Toll Free: (888) 320-7400


Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 



351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111



4870 Sadler Road


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