Fiduciary Financial Advisor in Richmond, Williamsburg, Reston VA and Virtually Nationwide
Secure Your Retirement with a Financial Advisor You Can Trust
Our fiduciary financial advisors help you - individuals and couples age 50 and above - achieve a secure, stress-free retirement with tailored retirement planning, investment management, and tax strategies.
Voted to Forbes 2022 Best-in-State Wealth Advisors List*
AWARDS AND RECOGNITION*
Enjoy a Done-For-You Financial Advisor Experience To Help You Retire With Confidence
Get the clarity, insight, and partnership you deserve from a trusted financial advisor. We simplify wealth management, doing the heavy lifting so you can enjoy life with peace of mind.
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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How can I maintain my lifestyle in retirement?
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How can I maximize my income in retirement?
Optimize your investments to better align with your life.
WHY INVESTMENT MANAGEMENT?
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How should I adjust my asset allocation?
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Is my portfolio sufficient for retirement?
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How can I maximize my return and minimize my risk?
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 pay less federal or state taxes?
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How can I prepare for taxes in the future?
FIDUCIARY FINANCIAL ADVISORS
Fiduciary Financial Advisors 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.
CREDENTIALED AND EXPERIENCED ADVISORS
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.
The best financial advisors 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
$496+ million
assets under management as of 12/31/2023
18+ Years
Average industry experience per CERTIFIED FINANCIAL PLANNER™ Professional
Your Team of Financial Advisors at Covenant Wealth Advisors
Richmond | Williamsburg | Reston
