Coyote Wealth
Financial Advisor

Covenant Wealth Advisors

Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.

Faith-based financial planning in Richmond

Richmond, VAFounded 20145-10 employees

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About Covenant Wealth Advisors

Covenant Wealth Advisors is a Richmond, VA fee-only RIA providing values-aligned financial planning and investment management to retirees and pre-retirees with a focus on Social Security optimization and income planning.

Services & Specialties

Services

Financial Planning
Social Security Optimization

Financial Advisor Specialties

Investment Management
Retirement Planning
Estate Planning

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Clean Record

Screened against SEC, FINRA, and state databases for disciplinary history.

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Pricing

Fee-Only (Flat Fee)

Industries

Healthcare
Government
Education

States Served

Virginia
Maryland
North Carolina

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