Covenant Wealth Advisors

Covenant Wealth Advisors We do our best work helping clients age 50 plus who have over $1 million in investments and retirement savings.

Covenant Wealth Advisors is an independent, fiduciary, fee-only financial advisory firm and financial planner specializing in retirement income planning, investment management, and tax planning. Founded in 2010, Covenant Wealth Advisors is an independent, fee-only financial planning firm and fiduciary advisor serving clients in Richmond VA, Williamsburg VA, and virtually across 21 states in the U.

S.

​Our mission is to help individuals retire with peace of mind through a lifetime of clarity, insight, and partnership. Our financial planning, retirement income planning, and investment management services help you enjoy life without the stress of money. As a fiduciary, we are required by law to always put client interests first. Rather than simply sell products, we take the time to personalize strategies around your total financial life. As a fee-only firm, we never charge commissions or accept third-party payments. While technology drives our work, we're driven by real relationships and transparent communication. A culture of learning, teamwork, and dedication to always doing what's right for our clients drives Covenant's people.

We're honored to share that Covenant Wealth Advisors has been named one of USA Today's Best Financial Advisory Firms in ...
04/15/2026

We're honored to share that Covenant Wealth Advisors has been named one of USA Today's Best Financial Advisory Firms in the United States for 2026 — ranking 3rd out of 21 firms in the state of Virginia.

This recognition, developed by USA Today in partnership with Statista, is based on the growth of our assets under management and, importantly, recommendations from clients and industry peers. That second piece is what means the most to us.

Because this isn't about a ranking on a list. It's about the families who trust us to help them navigate retirement with confidence. It's about the clients who refer their friends and neighbors because they believe in what we do. And it's about a team that shows up every single day committed to doing right by the people we serve.

To our clients — thank you for your trust. You are the reason we exist, and rankings like this are simply a reflection of the relationships we've built together.

To the Covenant Wealth Advisors team — you guys rock! Your preparation, your attention to detail, your genuine care for every family that walks through our doors. None of this happens without you.

We're a fee-only, fiduciary firm in Virginia, and we wouldn't have it any other way. Here's to continuing to earn the trust placed in us — one family at a time.

Winners list: https://www.usatoday.com/story/money/2026/04/14/top-best-financial-adviser-firms-2026/89482619007/

Awarded each March based on data from a 12-month period through January 2026.

Address

8001 Franklin Farms Drive, RM 208
Richmond, VA

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+17572590111

Alerts

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