Covenant Wealth Advisors is more than a private wealth management firm - we're an intelligent team of investment management, comprehensive financial planning, and retirement income planning experts.
Founded in 2010 with offices in Richmond, VA and Williamsburg, VA, we are one of a handful of fully independent registered investment advisors (RIA) in Central Virginia.
We serve as your Personal CFO , and ensure that your overall financial goals are met in a prudent way. We do this by following a simply and elegant wealth management process. Our process provides clarity on what's important to you, we deliver insights on how to accomplish your vision, 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 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 million, we are able to serve their children and heirs at every asset level.
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