Families

Learn about the families we serve and how we create solutions to address their biggest concerns.

Achieving financial comfort, planning for a secure retirement, mitigating taxes, taking care of family, making sure your children (or grandchildren) get an education, building a legacy...

These are extremely important issues. But, you may feel unprepared and ill-equipped to deal with all of them in a coordinated, knowledgeable way.

As a result, you may need personalized financial advice that takes into account all aspects of your financial life. You'll receive guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future. ​

Key Concerns of Families We Serve

Key Concern:

How can I best prepare for retirement and maintain my lifestyle?

Key Concern:

How can I protect my portfolio to help reduce investment losses?

Key Concern:

How can I streamline my finances to simplify my financial life?

Key Concern:

How can I avoid running out of money in retirement? 

Key Concern:

How can I prepare for the rising costs of healthcare expenses in retirement?

Key Concern:

How can I get the most out of my employer retirement benefits like my 401k, HSA, Roth Roth, etc...? 

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