Covenant Wealth Advisors
-
351 McLaws Cir STE 1
Williamsburg, VA 23185 - 757-259-0111
Hours
Chamber Rating
-
Jeff Cash
Extremely knowledgeable and very personable in their approach. It is refreshing to work with people that care about you personally as well as professionally.
Feb 14th, 2024 -
John Seyna
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 .
Feb 12th, 2024 -
Laura Gayer
Aug 15th, 2023 -
Ed Hoeck
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!
Jan 8th, 2023 -
Bob Greczek
Very professional and knowledgeable. Every customer is important to them. Highly recommend.
Feb 16th, 2021
About
Covenant Wealth Advisors
Covenant Wealth Advisors is more than a private wealth management firm - we're an intelligent team of fiduciary financial advisors, fee-only financial planners, and retirement income planning experts.Founded in 2010 with offices in Williamsburg and Richmond VA, we are one of a handful of fully independent wealth management firms and fee-only financial planners in Central Virginia. Our financial advisors serve as your Personal CFO , and ensure that your overall financial goals are met in a prudent way. We do this by following a simple and elegant wealth management process. As a client, you'll receive clarity on what's important to you, comprehensive insights on how to accomplish your financial and life goals, and we partner with you long-term to guide you along the way.Our mission is to provide our clients with financial security and peace of mind through a lifetime of trust, personal relationship, and objective advice. When we take on new clients, they become part of our extended family, and over the years, weve developed multi-generational relationships with many of them.Clients we work with include physicians, corporate executives, successful professionals, business owners, christian families, entrepreneurs, and individuals and families with substantial and complex assets. While our clients investable assets typically exceed $1,000,000 we are able to serve their children and heirs at every asset level.
Contact Info
- 757-259-0111
Questions & Answers
Q What is the phone number for Covenant Wealth Advisors?
A The phone number for Covenant Wealth Advisors is: 757-259-0111.
Q Where is Covenant Wealth Advisors located?
A Covenant Wealth Advisors is located at 351 McLaws Cir STE 1, Williamsburg, VA 23185
Q What is the internet address for Covenant Wealth Advisors?
A The website (URL) for Covenant Wealth Advisors is: https://www.covenantwealthadvisors.com/
Q What days are Covenant Wealth Advisors open?
A Covenant Wealth Advisors is open:
Friday: 8:30 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:30 AM - 5:00 PM
Tuesday: 8:30 AM - 5:00 PM
Wednesday: 8:30 AM - 5:00 PM
Thursday: 8:30 AM - 5:00 PM
Q How is Covenant Wealth Advisors rated?
A Covenant Wealth Advisors has a 5.0 Star Rating from 8 reviewers.
Hours
Related Categories
Ratings and Reviews
Covenant Wealth Advisors
Overall Rating
Overall Rating
( 8 Reviews )Jeff Cash on Google
Extremely knowledgeable and very personable in their approach. It is refreshing to work with people that care about you personally as well as professionally.
John Seyna on Google
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 .
Laura Gayer on Google
Ed Hoeck on Google
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!
Bob Greczek on Google
Very professional and knowledgeable. Every customer is important to them. Highly recommend.
Overall Rating
Overall Rating
( 8 Reviews )Write a Review
Financial Planner Near Me in Williamsburg, VA
Salty Dog Investments Llc
Williamsburg, VA 23188
(757) 220-0132 ( 0 Reviews )
Merrill Lynch Financial Advisor Alice Jacobs
Williamsburg, VA 23185
757-220-5109 ( 0 Reviews )
First Command Financial Advisor - Andrew Johnson
Williamsburg, VA 23185
757-873-0993 ( 0 Reviews )
Bay Rivers Group
Williamsburg, VA 23188
757-259-2450 ( 3 Reviews )
401(k) Advisors
Williamsburg, VA 23188
(757) 645-3975 ( 0 Reviews )
Dentistry Wealth
Williamsburg, VA 23185
757-566-4923 ( 0 Reviews )
Raymond James Financial Services
Williamsburg, VA 23188
757-565-2524 ( 0 Reviews )
Chesapeake Bank - Williamsburg Landing
Williamsburg, VA 23185
(757) 259-0760 ( 1 Reviews )