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About Our Firm
We believe in helping individuals and families enjoy retirement without the stress of money.
AWARDS & MEDIA*
Wealth Management and Retirement Advice Delivered with Transparency and Objectivity
Covenant Wealth Advisors is an independent, fee-only wealth management firm and financial planner located in Richmond and Williamsburg, VA. We help individuals age 50 plus achieve financial peace of mind leading up to and throughout retirement. Our financial planning and wealth management services help individuals enjoy life without the stress of money.
As our name implies, we pledge to always put client interests first.
Rather than simply sell products, we take the time to personalize strategies around your total financial life. As a fee-only firm, we never charge commissions or accept third-party payments. While technology drives our work, we're driven by real relationships and transparent communication. A culture of learning, teamwork, and dedication to always doing what's right for our clients drives Covenant's people.
97%
Client retention rate
*2023 Client Retention
$496+ million
assets under management as of 12/31/2023
18+ Years
Average industry experience per CERTIFIED FINANCIAL PLANNER™ Professional
We are driven by our values
Integrity
We believe in objectivity, transparency, and having client interests placed first, all the time.
Pursue Excellence
We continually seek education, better experiences, and better outcomes.
Gratitude
Clients rely on us for some of their most important financial decisions and we never forget that the honor is ours.
Enjoy Life and Family
We value family, friends, and having the time and flexibility to live a great life.
Make It Happen
We believe in positive, can-do, attitudes where every member of our team is accountable for their actions.
Listen
We ask questions, listen, and have a genuine interest in people.
Our Team
Why We're Different
Recognition and Media Mentions
