Covenant Wealth Advisors Employee Directory

Financial ServicesVirginia, United States11-50 Employees

Covenant Wealth Advisors is a fee-only independent wealth management firm founded in 2010 and based in Virginia, serving locations in Richmond, Reston, and Williamsburg. The firm focuses on helping individuals aged 50 and older achieve financial peace of mind as they approach and navigate retirement, offering comprehensive wealth management that emphasizes personalized strategies across a client’s total financial life rather than selling products. It operates as a fiduciary advisor, pledging to place client interests first and to avoid commissions or third-party payments, with an emphasis on transparent communication and strong client relationships.
Covenant positions itself within the financial services industry as an independent, registered investment adviser that combines experience with technology to support its services. Recent developments include recognition by national organizations for its advisory work and growth, underscoring its standing in the field. The firm is headquartered in Richmond, Virginia, and maintains a footprint in other Virginia communities, reflecting its regional focus and client-first approach.

Sign up for free to view info

Company overview Email format