Covenant Wealth Advisors of Richmond

Covenant Wealth Advisors of Richmond is a financial planner in Richmond, VA, located at 8001 Franklin Farms Dr RM 208. The firm provides retirement planning, investment management, and tax planning services, primarily serving individuals aged 50 and older. It serves clients in Richmond, Williamsburg, and Reston, as well as clients nationwide. The firm holds a 5.00 rating based on 25 reviews.

Founded in 2010, the firm operates as an independent, fee-only wealth management firm. As a fiduciary, the team is legally required to put client interests first and does not receive commissions or third-party payments. The advisory team includes a CERTIFIED FINANCIAL PLANNER professional, a CPA, and a client service manager. Their approach integrates investment management with tax and retirement strategies to help clients manage income streams, optimize social security timing, and develop tax-efficient withdrawal strategies.

Covenant Wealth Advisors of Richmond has been recognized by Newsweek as one of America's top financial advisory firms for 2026 and by USA Today/Statista as a best financial advisory firm for 2026. The firm was also named to the 2026 Inc. 5000 list and Worth Magazine's Top RIA Firms list for 2026.

The firm is known for its strong local reputation and consistently high customer ratings. Covenant Wealth Advisors of Richmond provides specialized retirement income planning for individuals in the Richmond area.

The firm is situated on Franklin Farms Dr, just 0.1 mile from Forest Avenue and Three Chopt Road. It is also located about 0.3 miles from Cheswick Park and Henrico Doctors' Hospital.

BizScoreAI awarded the business a Content score of 100 out of 100, which measures whether the website carries substantial, relevant content that search engines reward with better visibility. The firm also achieved a Content Quality score of 75 out of 100, which measures whether the website answers the questions customers ask and describes its pages clearly so AI assistants can quote the content directly.

Services:

• Emergency Medical Services
• Estate Planning
• Financial Planning
• Investment Management
• Patient Education
• Preventive Health Screenings
• Primary Care
• Retirement Planning