Financial Planning Services

Personalized strategies based on your life goals, finances, and personal vision for your future.

Retirement Income Planning

Prepare for retirement.

Retirement planning helps you make better decisions with your money so you can maximize your income and retire with the life you want.

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Investment Management

Grow, preserve, and enjoy your wealth.

Investment management helps you grow, preserve, and utilize your wealth so you can enjoy life without the stress of money.

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Tax Planning

Pay less taxes.

Tax planning helps reduce income taxes by identifying and implementing personal tax strategies before and during retirement.

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Estate Planning

Create your legacy.

Estate planning helps you properly transition your wealth to loved ones, charities, or important causes to ensure your legacy survives your life.

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Financial Planning Fees

Transparent Pricing.

As a fee-only financial planner, we never charge commissions. Our fees are fully transparent and designed to align our interests with your interests.

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Contact us to achieve financial peace of mind.

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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