Meet with a Fiduciary Financial Advisor You Can Trust
Get on the path to a more comprehensive, personalized approach to planning your retirement.
We advise clients in Richmond VA, Williamsburg, VA and Virtually across the United States.
Connect with a CERTIFIED FINANCIAL PLANNER® professional for a free, no-obligation consultation!
Voted to Forbes List of Virginia's Best-In-State Wealth Advisors for 2022*
How Do You Know if a Fiduciary Financial Advisor is Right for You?
If you've been meaning to get your money in order for a while — or you're just ready to stop feeling stressed about it — now you can get answers to your money questions directly from us. Create a simple money plan that helps you live a bigger life.
Contact us if...
You stress about retirement
You want to reduce taxes
You want to maintain your lifestyle
You don't want to worry about running out of money in retirement
You want to preserve and conservatively grow your wealth
You want to avoid costly financial mistakes
Covenant Wealth Advisors by the Numbers
Average Years of Experience Per Advisor
50 to 1
or Better Client To Advisor Ratio
2021 Client Retention Rate
What Can a Covenant Wealth Advisor Do For You?
Design a plan that helps you retire with confidence.
WHY RETIREMENT PLANNING?
Analyze cash flows in retirement
Social security timing strategies
Pension decisions and more
Investment management to help bring peace of mind to your investment decisions.
WHY INVESTMENT MANAGEMENT?
Manage your portfolio
Reduce unnecessary risks
Create retirement cash flow
Fully integrated tax planning to help you keep more in retirement.
WHY TAX PLANNING?
Reduce your taxes
Create tax free income
Avoid costly tax traps
What Makes Covenant Wealth Advisors Different?
"Someone who put's your interests first, provides transparent pricing, and who is credentialed and experienced in planning for retirement so they can help you retire without the stress of money"
Who Is Covenant Wealth Advisors?
Established in 2010, Covenant Wealth Advisors is an independent financial advisory firm and fee-only financial planner with offices in Williamsburg and Richmond, VA. We are built by financial planners, not product sales people. We specialize in retirement income planning and investment management for individuals age 50 plus and their families. As a registered investment advisor and fiduciary, we're required by law to always always put our client's best interests ahead of our own. As a fee-only firm, we never charge commissions or accept third-party payments. A culture of learning, teamwork, and dedication to always doing what's right for our clients drives Covenant's people.