SERVING RICHMOND VA | RESTON VA | WILLIAMSBURG VA | CLIENTS NATIONWIDE
Your Fiduciary Financial Advisor & Wealth Management Firm for a Secure Retirement
Concerned about retirement? Looking for a financial advisor and planner to help? Get the retirement planning, investment management, and tax planning you need to start enjoying your money and stop worrying about it.
Awards & Recognition
America's Top Financial Advisory Firms 2025*
Best-In-State Wealth Advisors 2022 for the State of Virginia*
#1 Fastest Growing Company in Richmond VA 2020*
Enjoy a Relationship with a Financial Advisor Who Specializes in Planning Your Retirement
Founded in 2010, Covenant is an award winning* fiduciary financial advisor in Richmond, Williamsburg, and Reston VA helping individuals age 50+ plan, invest, and reduce taxes up to and through retirement.
Get a personalized road map to help you retire with the life you want most.
WHY RETIREMENT PLANNING?
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When can I retire?
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When should I start taking social security benefits?
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What's the best strategy for withdrawing from my retirement accounts?
Optimize your investments to better align with your life.
WHY INVESTMENT MANAGEMENT?
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How should my investment strategy change as I approach retirement?
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What's a safe withdrawal rate for my portfolio?
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How do I protect my investments from market downturns?
Create a tax efficient retirement income plan.
WHY TAX PLANNING?
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Should I do Roth conversions?
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How can I reduce taxes on my retirement income?
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What are the best ways to pass wealth to my heirs tax-efficiently?
FIDUCIARY FINANCIAL ADVISORS
Fiduciary financial advisors are required by law to always put your best interests first.
NO COMMISSIONS
Our fee-only financial planners never earn hidden fees or commissions. This reduces conflicts of interest.
WE SPECIALIZE IN HELPING INDIVIDUALS RETIRE
Your team will include a CERTIFIED FINANCIAL PLANNER™ professional, a CPA, and a client service manager
Hear From Clients We've Served
Covenant Wealth Advisors has not provided any compensation for the client testimonials shown. We have solicited these testimonials but have not influenced their content. To our knowledge, no other conflicts of interest exist regarding these testimonials. Click on the individual name below for date of posting.
We believe the best financial advisors for retirement tie your financial plan to your life plan
You don't have to go it alone. When you partner with Covenant Wealth Advisors, you get more than investment advice. You get a team of experienced CERTIFIED FINANCIAL PLANNER™ professionals who are passionate about helping you live your best life.
97%
Client retention rate
*2023 Client Retention
$653+ million
assets under management as of 12/31/2024
18+ Years
Average industry experience per CERTIFIED FINANCIAL PLANNER™ Professional
Benefits of Working with Covenant Wealth Advisors
You deserve financial advice that puts your interests first. As your fee-only financial planner, you'll never have to worry about hidden fees or commissions influencing the guidance you receive.
When you partner with our experienced wealth advisors, you gain a dedicated team focused on helping you reach your unique financial goals. Our high client retention rates show just how many people like you have found lasting value in our partnership.
You can rest easy knowing your financial future is in the hands of a fiduciary advisor - we're legally bound to put your interests first in every decision we make. This commitment to your success sets your experience apart from traditional financial firms.
With transparent communication and personalized attention at every step, you'll always understand exactly how your financial strategy aligns with your goals. Think of us as your financial teammate, working alongside you to help build the future you envision.
Ready to experience what makes working with a dedicated fiduciary advisor different? Let's start a conversation about your financial future.
