Financial Advisors
Reston, VA
Covenant Wealth Advisors is a fee-only, fiduciary financial advisory firm specializing in retirement planning, investment management, and tax strategy for clients in Virginia and nationwide. Led by CERTIFIED FINANCIAL PLANNER professionals with 18+ years of average industry experience, the firm coordinates comprehensive wealth planning to help clients retire stress-free while minimizing taxes and managing portfolios for sustainable income. Their team approach—combining CFP professionals, CPAs, and client service managers—focuses on personalized planning tied to your life goals rather than commission-based products.
Ideal for: Pre-retirees and retirees focused on income planning, tax-efficient withdrawal strategies, high-net-worth individuals seeking fiduciary advice, clients wanting integrated financial and tax planning
Service area: Richmond, Williamsburg, Reston VA, and nationwide
Fee-Only & Fiduciary Model: Never receives commissions or hidden fees, eliminating conflicts of interest and ensuring advice prioritizes your interests first.
Integrated Wealth Strategy: Combines retirement planning, investment management, and tax optimization into one coordinated strategy designed around your life goals.
Credentialed Team Approach: Your dedicated team includes CERTIFIED FINANCIAL PLANNER professionals, a CPA, and client service manager with 18+ years average experience.
Address: 1768 Business Center Dr Suite 120, Reston, VA 20190
Phone: (703) 991-2000
Website: covenantwealthadvisors.com
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