Individuals & Families

Learn about the individuals and families we serve.

 

Who is a Covenant Wealth Advisors Client?

Our typical client is someone age 50 plus who is concerned about retirement. In addition, you are likely a good fit if you:

Prefer to delegate to an expert so you can enjoy life.

Want to know your spouse will be in not just good, but great hands

Value having a personalized plan that covers your total financial life and not speculative trading that may or may not work.

Retiring Soon 

Robert and Rebecca are empty-nesters who are ready to start focusing on retirement.

 

They are somewhat knowledgeable on financial matters, but they would rather just pay a pro to take care of it for them so they can focus on their passions.

 

They just need to find someone they can trust.

Widows​

 

Susan and her husband, John, were married for 43 years. Unfortunately, he recently died of a sudden heart attack.

 

Now she is managing her finances for the first time in her life and feels lost. 

 

She wants a trusted relationship with a financial advisor who can help her gain clarity and ensure financial security.

Executives

 

Rick is a high ranking executive for his company and time is his most valuable resource. 

With such a high demand job, he wants to delegate as much as possible so he can spend his free time with his family and quality of life desires.

He wants a relationship with an advisor who has experience with executive compensation and high income earners.

Currently Retired

Ralph and his wife Susan retired 8 years ago. They are active and full of energy. 

Ralph currently manages the family finances but worries about what would happen to Susan's financial security if something were to happen to him. 

They want to simplify work with a financial advisor to make sure he and Susan will be okay regardless of what the future might bring.

Medical Professionals

 

As a medical professional, you have a demanding role with a challenging work schedule.

We work with nurses and physicians who appreciate an advisor who understands their needs. 

You'll Benefit From:

  • Liability and Risk Mitigation Strategies

  • Create a Plan for Retirement

  • Understand How to Reduce Your Income Taxes

  • Tax-Advantaged Savings and Investing

Schedule Your Free, No Obligation Consultation

Covenant Wealth Advisors

 

Covenant Wealth Advisors is a private wealth management firm, fee only financial planner, and fiduciary advisor with offices in Richmond, VA and Williamsburg, VA.

Founded in 2010, we work with more than 140 families and manage over $180 million* in assets for clients in Virginia and across the country. 

Our fiduciary financial advisors and fee-only financial planners specialize in working with individuals and families age 50 plus, who are concerned about retirement.

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

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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