Covenant Wealth Advisors -Robert G. Topping, CFP, MBA & Robert Smith, CFP, MBA / Financial Advisor in Williamsburg, Virginia

Covenant Wealth Advisors, LLC (CWA) provides financial counsel and investment management for individuals throughout the United States. We help clients manage and preserve wealth. We also help them simplify their financial lives and make better financial decisions.

We have expertise in investment and financial planning, portfolio design and portfolio implementation. The principals of CWA have significant experience serving clients in a wide variety of wealth management areas.

A CWA distinctive is that we sell no proprietary products. We are a "fee only" advisory firm. Covenant Wealth Advisors was recognized as “One of the Top Independent Wealth Managers” by Wealth Manager for the past three years in a row.

Specialties

Certified Financial Planner CFP ® Charitable Planning Fee Only Independent Investment Advisor Investment Services Retirement Planning Wealth Management
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