Let's Talk

Prior to setting a complimentary introductory conversation, we ask that you complete the questions below. They help you identify goals and help us put together an accurate proposal for you. Plan on about 10 minutes to zip through them. Once we receive your answers you will gain access to our scheduling calendar. 

Note: Currently, we are  only taking on clients age 50 plus and who have over $1 million in combined investment assets, excluding real estate. This is a secure form. Info is not publicly available.

Please complete the fact-finder.

 

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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

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