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If you have over $1 million (excluding real estate), fill out the form to find out what we would do, how much we charge, and how to achieve a secure retirement.
Awards & Recognition
Top Financial Advisory Firms 2025* by Newsweek
Best-In-State Wealth Advisors 2025* by Forbes
#1 Fastest Growing Company 2020* by RichmondBizSense
Take A Sneak Peek Into
How a Retirement Plan Can Help You
Juicy huh? You should get one for yourself so you can have the best retirement plan possible.
What's In Your Retirement Plan?
If retirement plans were Halloween candy, other financial advisors give out toothbrushes while we give out full-sized chocolate bars.
Powerful Strategies & Tactics
Learn the same strategies we use for hundreds of clients served. We understand what works.
Road Map & Goal Time Line
We'll discuss and document your retirement goals, priorities and concerns.
Get Retirement Answers
Get intelligent answers to your most important retirement questions.
Investment Strategies
Learn how to optimize your investments for retirement to help avoid costly mistakes.
Tax Strategies
Find out how to reduce taxes in retirement, roth conversions, and more.
What Do Clients Have to Say About Covenant Wealth Advisors?
Covenant Wealth Advisors has not provided any compensation for the 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 do not share or sell your information. The free retirement plan is for individuals who have over $1 million in investment assets excluding real estate. By completing the form above, you agree to be contacted by Covenant Wealth Advisors by phone, text, or email so we can schedule your assessment.
Disclosures:
Services offered by Covenant Wealth Advisors, a fee only financial planner and registered investment adviser with offices in Richmond, Va, Reston, Va and Williamsburg, Va and servicing clients across the United States. 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. 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 Covenant Wealth Advisors.. This agreement is not a condition to proceed forward. This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.
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 nominated for the Forbes Best-In-State Wealth Advisor 2025 ranking for Virginia in April of 2025. Forbes Best-In-State Wealth Advisor full ranking disclosure. Read more about Forbes ranking and methodology here.
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 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.
Client retention rate is calculated by (total clients at end of period - new clients acquired during period)/total clients at start of period) x 100%.