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VerifiedFinancial Services· Founded 2010

Covenant Wealth Advisors

Founded in 2010, Covenant Wealth Advisors is an award winning* independent, fee-only wealth management firm and fiduciary financial advisor located in Richmond, Reston, and Williamsburg, VA. We help individuals age 50 plus achieve financial peace of mind leading up to and through retirement. Our wealth management services help individuals enjoy life without the stress of money. As our name implies, we pledge 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 experience and 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. Disclosure: Covenant Wealth Advisors is a registered investment adviser. Registration of an investment advisor does not imply a certain level of skill or training. This platform is solely for informational purposes and should not be considered advice. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information, misinformation, or grammatical errors may be edited or deleted. Investments involve risk and there is no guarantee that investments will appreciate. Past performance is not indicative of future results.

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HeadquartersRichmond, United StatesEmployees15(11 to 50)Annual revenue<$1MFounded year2010Websitecovenantwealthadvisors.comLinkedIn profileLinkedIn

Verified contacts

12

available on Kipplo

LinkedIn employees

15

11 to 50 range

Open roles

no listings

Distinct roles

10

indexed titles

Tech stack

3

tools in use

Monthly traffic

organic / mo

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Top roles at Covenant Wealth Advisors

10 distinct titles indexed · top 10 shown.

  • 2administrative assistant
  • 1chief executive officer
  • 1client services manager
  • 1client services representative
  • 1financial advisor
  • 1financial advisor cfp
  • 1financial planner and investment advisor
  • 1paraplanner
  • 1vice president
  • 1wealth manager

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