FEE ONLY FINANCIAL PLANNER

Complimentary Consultation with a Virginia Financial Advisor

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Schedule your NO-COST consultation with one of our fee-only financial planners.

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We will create a custom, all-inclusive financial plan based your your personal goals and finances. 

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We will design your portfolio and implement your financial plan through our wealth management services.

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DON'T WANT TO WAIT? GIVE US A CALL: (888) 320-7400

COMPLIMENTARY CONSULTATION

The first step to reaching your goals is meeting with someone who can help get you there. We invite you to enjoy a complimentary consultation with one of our expert fee-only financial planners. It is an opportunity for you to ask questions, talk informally about your dreams, goals and financial needs and get to know the advisor. After your initial consultation, you should have an idea of how your financial advisor can help you, the fees and costs you may pay if you decide to work together and next steps. To schedule an initial consultation you can call or email us. Get started today!

3 REASONS TO CONSIDER COVENANT WEALTH ADVISORS

OUR PEOPLE

Great people and great relationships make all the difference in the world when it comes to achieving your retirement goals. Our non-commissioned, expert fee-only financial planners care about you and have made a personal commitment to do all they can to help you succeed. We thrive on developing life-long relationships with our clients and we receive great satisfaction helping you obtain your goals.

OUR PROCESS

Our process begins with you. With a firm understanding of your financial aspirations, we can provide clear direction to help you accomplish your goals. Your financial plan is uniquely yours and will serve as a powerful guide to help you achieve your financial goals. Couple this with our ongoing wealth management services that includes frequent meetings and full accountability and transparency and you have a winning process.

OUR FIDUCIARY DUTY

As fee-only advisors we are objective and have a fiduciary relationship with our clients which legally requires us to give them advice that is in their best interest and not ours. Additionally as an RIA, we are capable of being truly independent and not beholden to any proprietary products. This allows us better access to superior investments while driving down overall investment costs.

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

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