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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CONTACT US

 

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.

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