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

 

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