Services

Your life goals shape our wealth management services.

FINANCIAL PLANNING

Financial planning is a process designed to help you make the best financial decisions for you and your family.

Your financial plan provides easy to understand recommendations on your total financial life including retirement, investing, taxes, cash-flow, debt, insurance, and achieving life goals.

INVESTMENT MANAGEMENT

Investment management is the prudent and professional oversight of your investments to help your money last 25 years or more in retirement.

 

Getting the returns you need so you don't run out of money in retirement is essential. But, you also want a strategy that can help de-risk your investments during a  market downturn.

Investment management can help.

FINANCIAL ADVISOR RELATIONSHIP

Enjoy a relationship with a financial advisor who understands you. 

You'll get continuous guidance and advice to keep you on track toward your goals. 

You focus on life. We'll focus on you.

Ready for Peace of Mind?

Let us help you create financial security.

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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