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Wealth Management team at Covenant Wealth Advisors

Why We're Different

You get one chance to retire. It's time to hire an expert who specializes in advising people just like you.

Awards & Recognition

Newsweek America's Top Financial Advisory Firms in the United States 2025

Top Financial Advisory Firms 2025*

Top Forbes Financial Advisor in the State of Virginia

Best-In-State Wealth Advisors 2022*

RVA 25 Fastest Growing companies in Richmond VA

#1 Fastest Growing Company 2020*

Enjoy a Relationship with a CFP® Professional Who Specializes in Retirement Income Planning

Trust. Objectivity. Experience. These are just a few of the words that will come to your mind when partnering with Covenant Wealth Advisors.

How Does Covenant Wealth Advisors Stack Up?

Here's how Covenant is different from other types financial advisors. 

2024_How CWA is Different.JPG

*The characteristics and services above are only estimates based on what we generally see in the market place. Services and characteristics may differ by firm and there is no guarantee that our representation of other types of advisors is inclusive of every situation. Be sure to inquire about the services provided by any advisor prior to engaging in a relationship.

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

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GENERAL

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DISCLOSURES

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Legal Disclosure

CONTACT US

 

Email: info@mycwa.com

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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

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RESTON VA LOCATION

1768 Business Center Drive

Suite 350

Reston, VA 20190

(703) 991-2000

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Disclosures:

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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.

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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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