Our Services

Financial Planning Services

Get a personalized financial plan that helps you live your best life and retire without the stress of money.

Retirement Planning

Prepare for retirement.

Retirement planning helps you find out when and how you can retire with the lifestyle you want without running out of money.

Investment Management

Grow, preserve, and enjoy your wealth.

Investment management helps you pursue the returns you need, manage investment risk, and provide income in retirement.

Cash Flow Analysis

See your income and expenses in retirement.

Visualize your sources of income in retirement and see how healthcare costs, travel, and other living expenses impact your bottom line.

Tax Planning

Pay less taxes.

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

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.

Talk to a Financial Advisor To Help You Retire

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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