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estate planning richmond va reston va williamsburg va

Estate Planning

Create a legacy, give to others, and ensure that your wealth continues beyond your life.

Get objective estate planning advice to ensure your estate transitions the way you intend

Our financial planning services fully integrate estate planning as part of your overall wealth management plan.

Properly Title Assets for Beneficiaries

This is an area that’s often overlooked when an estate plan is drafted. There are 5 types of beneficiary designations and we can help you make the best decision.

Maximize Your Charitable Giving

If you are charitably minded, giving can be a great strategy to reduce the size of your estate. But there are many strategies to maximize your gifts and reduce your taxes. We can help.

Reduce Probate Expenses

Estate planning can provide an objective lens on how to reduce probate expenses. 

Get Your Estate in Order

We'll help make sure your estate transitions to heirs the way you intend by collaborating with your estate planning attorney or one of ours.

Assets in Other States

Trusts are valid under state law and not federal law, assets held in other states may not pass correctly to your heirs. We can help identify issues and provide advice on how to fix it.

Partner with Your Estate Attorney

Often times individuals draft a will or trust with their attorney but never actually title their assets properly. This can be a costly mistake. We'll collaborate with your attorney to ensure your assets transition correctly.

Estate Planning Can Help You Answer Many Questions

  • Are my account beneficiary designations correct?

  • Do I need to update my will? 

  • Do I need a trust? 

  • How can I minimize estate taxes?

  • How can I ensure my spouse will be financially okay after I die? 

  • What's the best way to gift during my lifetime?

  • How can I maximize my charitable donations? 

  • How can I make sure my children don't spend their inheritance too quickly? 

If you’re looking to properly align your investment assets with your estate planning goals in Williamsburg, Richmond, or Glen Allen, VA, we can help.

Ready to Plan a Retirement You'll Love?

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CONTACT US

 

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 08:30 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

8001 Franklin Farms Drive

RM 208

Richmond, VA 23229

(804) 729-5265

RESTON VA LOCATION

1768 Business Center Drive

Suite 350

Reston, VA 20190

(703) 991-2000

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Disclosures:

Services offered by Covenant Wealth Advisors (CWA), a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Registration of an investment advisor does not imply a certain level of skill or training. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Investments involve risk and there is no guarantee that investments will appreciate. Past performance is not indicative of future results. By entering your info into our forms, you are consenting to receive our email newsletter and/or calls regarding our products and services from CWA. This agreement is not a condition to proceed forward. Case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed.

 

Awards and Recognition

 

Covenant Wealth Advisors was nominated by Newsweek/Plant-A-Insights Group in November of 2024 as one of America's Top Financial Advisory Firms for 2025. You may access the nomination methodology disclosure here and a list of financial advisory firms selected.

 

CWA was awarded the #1 fastest growing company by RichmondBizSense on October 8th, 2020 based on three year annual revenue growth ending December 31st, 2019. To qualify for the annual RVA 25, companies must be privately-held, headquartered in the Richmond region and able to submit financials for the last three full calendar years. Submissions were vetted by Henrico-based accounting firm Keiter. 

 

Expertise.com voted Covenant Wealth Advisors as one of the best financial advisors in Williamsburg, VA  and best financial advisors in Richmond, VA for 2025 last updated as of this disclosure on February 12th, 2025 based on their proprietary selection process. 

 

CWA was nominated for the Forbes Best-In-State Wealth Advisor 2022 ranking for Virginia on April 7th, 2022. Forbes Best-In-State Wealth Advisor full ranking disclosure. Read more about Forbes ranking and methodology here.

CWA is a member of the Better Business Bureau. We compensate the BBB to be a member and our BBB rating is independently determined by the BBB.

 

CWA did not compensate any of the entities above for the awards or nominations. These award nominations were granted by organizations that are not CWA clients. However, CWA has compensated Newsweek/Plant-A Insights Group for licensing and advertising of the nomination and compensated Expertise.com to advertise on their platform.

 

While we seek to minimize conflicts of interest, no registered investment adviser is conflict free and we advise all interested parties to request a list of potential conflicts of interest prior to engaging in a relationship.

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