Fiduciary

Covenant Wealth Advisors

Richmond, Virginia

5.0 (25 reviews)
Call (804) 729-5265 Visit website →

About

Covenant Wealth Advisors is a fee-only fiduciary firm serving Richmond, Williamsburg, and Reston, Virginia, as well as clients nationwide, with over $909 million in assets under management. The firm integrates retirement planning, investment management, estate planning, and tax planning services, led by a team that includes CERTIFIED FINANCIAL PLANNER™ professionals and a CPA, each bringing an average of 18+ years of industry experience. Operating on a fee-only model with no commissions, the firm focuses on helping clients approach and navigate retirement through personalized financial strategies.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-5PM, Tuesday: 8:30AM-5PM, Wednesday: 8:30AM-5PM, Thursday: 8:30AM-5PM, Friday: 8:30AM-5PM, Saturday: Closed
SEC registered
No
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