The CWA Difference

At Covenant Wealth Advisors, you'll work with a dedicated CFP® Professinoal who is trustworthy, objective, and experienced at helping individuals maintain financial security in retirement.

Get a relationship with a CFP® Professional who puts you first.

Trusted. Objective. Experienced. These are just a few of the words that will come to your mind when partnering with Covenant Wealth Advisors.

We take the time to get to know you and your family. The better we know you, the better our advice. 

Why people work with Covenant Wealth Advisors

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CONTACT US

 

Covenant Wealth Advisors is a private wealth management and fee only financial planning firm 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 financial advisors and fee-only financial planners specialize in working with successful individuals and families age 50 plus, who are concerned about retirement, and who have over $1 million in investable assets.

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