Kathy and I had a great Zoom call with Scott on Tuesday. We discussed our financial situation and the 2023 taxes. We feel comfortable with our plan and encouraged with the long term outlook .
March 2024
Extremely knowledgeable and very personable in their approach. It is refreshing to work with people that care about you personally as well as professionally.
September 2022
Over the years Covenant Wealth advisors have gone above and beyond to help me with my financial goals. This includes immediate response to questions, extensive planning and implementation, and offering educational opportunities. 5 stars!
Covenant Wealth Advisors is an award winning financial advisor and fee-only financial planner in Richmond and Williamsburg, VA specializing in retirement income planning, investment management, and tax planning. We specialize in helping individuals aged 50 plus who have over $1 million in savings and investments (excluding real estate) build and implement an investment plan for retirement so they can retire without the stress of money. As a fee-only advisor, we never receive commissions and we never sell proprietary products. We are only paid directly from our clients for the advice we provide. As a fiduciary advisor, we are required by law to always put client interests ahead of our own. Contact us today for a free assessment.
