Founded in 2010, Covenant Wealth Advisors is an independent, fee-only financial planning firm and fiduciary advisor serving clients in Richmond VA, Reston, VA, Williamsburg VA, and virtually across 21+ states in the U.S.
Our mission is to help individuals retire with peace of mind through a lifetime of clarity, insight, and partnership.
We do our best work helping clients age 50 plus who have over $1 million in investments and retirement savings.
Our financial planning, retirement income planning, and investment management services help you enjoy life without the stress of money.
As a fiduciary, we are required by law to always put client interests first.
As a fee-only firm, we never charge commissions or accept third-party payments. While technology drives our work, we're driven by real relationships and transparent communication. A culture of learning, teamwork, and dedication to always doing what's right for our clients drives Covenant's people.
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