Covenant Wealth Advisors

Covenant Wealth Advisors is an independent, FEE-ONLY (no commissions), investment advisory firm specializing in helping people prepare for, and transition into, retirement.

We help individuals aged 50 plus with over $1 million in investments (excluding real estate) plan, invest, and enjoy retirement without the stress of money. 

We provide clients with ongoing financial planning and investment management services governed by a strict adherence to four fundamental rules that we believe all investors should follow as they pursue financial success:

  • Work with a fee-only Certified Financial Planner™ (CFP).
  • Develop a written comprehensive financial plan and review it with your advisor every six months.
  • Create an investment policy statement as the foundation for making initial and ongoing investment decisions.
  • Purchase only low-expense, no-load financial products (mutual funds, annuities, and life insurance).

We believe our success is measured by the quality of advice you receive.

If you succeed, we succeed.



Advisors at this Office


Primary Office

8001 Franklin Farms Drive RM 208 Richmond, VA 23229 Phone: +1 (804) 729-5265