Who We Are
Covenant Wealth Advisors is an independent, fee-only, financial and investment management firm. Robert G. Topping, CFP®, MBA started the firm in 2002 after serving as a partner in a large national financial firm that managed over $2 billion in assets at the time. The company is located in Williamsburg, VA but serves clients throughout the United States. Covenant Wealth Advisors or its principals have been recognized by several publications including Richmond Magazine, Washingtonian Magazine, Bloomberg Wealth Manager, Financial Advisor Magazine and AdvisorOne.com. We serve a variety of clients (e.g. business owners, physicians and other professionals, corporate executives, retirees, widows, single women). While most of our clients have accumulated significant assets, we also work with clients who are in the accumulation phase of their lives. A number of our clients desire to be good stewards of the assets they’ve been entrusted with and we help them by providing charitable gifting strategies.