top of page

Who We Serve

Learn about the types of clients we serve.

How Do I Know If I'm a Good Fit?

We provide the best advice when we serve clients with similar characteristics. Our typical clients are:

Your are aged 50 plus or within 10 years of retirement or currently retired.

You are a disciplined saver who has built a retirement "nest egg" that exceeds $1 million or more.

You prefer to delegate retirement planning and investment management responsibilities to an expert so you can spend time enjoying life.

We've worked with individuals from 100s of great companies including....

Financial advisory services for Dominion resources
Financial advisor services for Ferguson employees
Financial advisory services for Huntington Ingalls Industries
Financial advisor for Riverside employees
Financial advisor for sentara employees
financial advisor for hca employees
financial advisor for google employees
financial advisor for apple employees
financial advisor for boeing employess

Ready to Plan a Retirement You'll Love?

JOIN 12,064+ INVESTORS WHO SUBSCRIBE TO OUR FREE WEEKLY NEWSLETTER

FOLLOW US ON

  • Grey LinkedIn Icon
  • Grey Facebook Icon
  • YouTube

GENERAL

​

About

Services

Retirement Webinars

Blog

Contact

DISCLOSURES

​

Form CRS

Form ADV 2A

Form ADV 2B

Privacy Policy

Legal Disclosure

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

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.

​

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%. 

bottom of page