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 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.

 

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Advisors at this Office

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This Office

351 McLaws Cir Ste 1 Williamsburg, VA 23185-5797 Phone: (757) 259-0111

Primary Office

351 McLaws Cir Ste 1 Williamsburg, VA 23185-5797 Phone: (757) 259-0111

Other Offices

4870 Sadler Road Suite 300 Glen Allen , VA 23060 Phone: (757) 259-0111