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Covenant Wealth Advisors

Covenant Wealth Advisors

Covenant Wealth Advisors is an independent, fee-only, financial and investment management firm. Robert G. Topping, CFP®, MBA started the firm in 2002 after serving as a partner in a large national financial firm that managed over $2 billion in assets at the time. The company is located in Williamsburg, VA but serves clients throughout the United States. Covenant Wealth Advisors or its principals have been recognized by several publications including Richmond Magazine, Washingtonian Magazine, Bloomberg WealthManager, Financial Advisor Magazine and AdvisorOne.com. We serve a variety of clients (e.g. business owners, physicians and other professionals, corporate executives, retirees, widows, single women). While most of our clients have accumulated significant assets, we also work with clients who are in the accumulation phase of their lives. A number of our clients desire to be good stewards of the assets they've been entrusted with and we help them by providing charitable gifting strategies.

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About Covenant Wealth Advisors

Founded

2002

Estimated Revenue

$1M-$10M

Employees

11-50

Category

Sector

Security Brokers, Dealers, and Flotation Companies

Industry Group

Security Brokers, Dealers, and Flotation

Industry

Financial Services

Location

City

Williamsburg

State

Virginia

Country

United States
Covenant Wealth Advisors

Covenant Wealth Advisors

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