How We're Different

We were founded on a simple idea that major Wall Street firms still avoid today, putting client interests first.

 

You deserve a wealth management firm who ALWAYS puts your interests first.

We are Fiduciary Advisors

As advisors registered under the Investment Advisor Act of 1940, we are held to a fiduciary standard requiring us to act solely in your best interest. This fiduciary standard is more stringent than the "suitability" test applied to stockbrockers, insurance salespeople, and registered representatives.  

We are Fee-Only

We are a fee-only investment advisor and financial planner. This means we never earn commissions or sell investment products. Our fees are the same, regardless of the investments we recommend. 

We are 100% Independent 

As an independently owned and operated business; our allegiance is solely to you. We serve our clients. This is different from major brokerage firms who are more concerned with providing profit to shareholders than providing great advice.

We are Comprehensive

You'll receive comprehensive advice on your total situation, and not just your investments. From retirement planning, to financial planning, to tax planning, to charitable giving, we provide comprehensive wealth management advice.

We Maintain a 50:1 Advisor to Client Ratio

Personalized advice takes great focus. That's why we maintain a 30 to 1 client to employee ratio.  This is different than other wealth management firms who serve 156 client on average without any time to spare for great service.

We are Experienced and Credentialed

You'll benefit from 50 years of combined experience, a team of CERTIFIED FINANCIAL PLANNER™professionals, and leaders in their field. We've also spent years consulting some of the best financial advisors in the industry.

We Keep Your Costs Low

Costs and expenses matter. That's why we have a deep focus on only choosing investment managers that keep costs low. 

We Guarantee Our Services

We stand behind our work with a no-questions-asked, money-back guarantee. If you don't love the work we do for you, simply let us know within the first year, and we will gladly refund every penny in fees that you have paid to us. No questions asked; no strings attached.

Call (888) 320-7400 or click to get in touch.

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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