Fiduciary

Covenant Wealth Advisors

Williamsburg, Virginia

5.0 (12 reviews)
Call (757) 259-0111 Visit website →

About

Covenant Wealth Advisors is a fiduciary financial advisory firm with locations in Williamsburg, Richmond, and Reston, Virginia, serving clients nationwide. The firm provides investment management, retirement planning, estate planning, and tax planning on a fee-only basis with no commissions. The team includes CERTIFIED FINANCIAL PLANNER™ professionals and a CPA, with an average of 18+ years of industry experience per advisor. As of December 31, 2025, the firm manages over $909 million in assets and maintains a 98% client retention rate.

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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