Covenant Wealth Advisors

Covenant Wealth Advisors is more than a private wealth management firm - we're an intelligent team of fiduciary financial advisors, fee-only financial planners, and retirement income planning experts.

Founded in 2010 with offices in Williamsburg and Richmond VA, we are one of a handful of fully independent wealth management firms and fee-only financial planners in Central Virginia.

Our financial advisors serve as your Personal CFO , and ensure that your overall financial goals are met in a prudent way. We do this by following a simple and elegant wealth management process. As a client, you'll receive clarity on what's important to you, comprehensive insights on how to accomplish your financial and life goals, and we partner with you long-term to guide you along the way.

Our mission is to provide our clients with financial security and peace of mind through a lifetime of trust, personal relationship, and objective advice.

When we take on new clients, they become part of our extended family, and over the years, we’ve developed multi-generational relationships with many of them.

Clients we work with include physicians, corporate executives, successful professionals, business owners, christian families, entrepreneurs, and individuals and families with substantial and complex assets. While our clients’ investable assets typically exceed $1,000,000 we are able to serve their children and heirs at every asset level.