Enjoy a Simple and Elegant Wealth Management Experience

Hiring a financial advisor you can trust is a big decision. We invest the time up front because we're seeking a long-term relationship, not a transaction.

Step 1: Start the Conversation

The first step is to schedule a no-cost, no-obligation phone conversation.

 

We will answer your initial questions and ask you a few questions to find out if we can help.

15 to 30 Minutes | No-Cost and No-Obligation

Step 2: Discovery Meeting

In the discovery meeting, we will meet face-to-face to clarify your goals, financial situation and vision for the future.

 

We'll also answer any questions you have about our firm, process, and fees.

This is a no-cost, no-obligation meeting. 

Step 3: Investment Plan Meeting

In the investment plan meeting, we will identify your strengths and weaknesses, educate you on our investment philosophy, and make investment recommendations - in Plain English.

 

If you decide to move forward with our recommendations, we'll prepare the paperwork to setup your accounts, transition your assets, and implement your investment plan.

This is a no-cost, no-obligation meeting. 

Step 4: Financial Planning & Progress Reviews

Once your investment management plan is in place, we will design your financial plan.

 

Your financial plan will include comprehensive advice in the areas of retirement planningtax planning, charitable giving, estate planning, and more. 

We'll help you implement our recommendations, track progress toward your goals, and make adjustments as your life and finances change.

GET STARTED

Our retirement and investment advisory services start by scheduling an initial intro call. We'll spend 15-30 minutes answering your questions and learning more about each other to see if we can help you. 

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