Best Financial Advisors in Williamsburg


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Covenant Wealth Advisors logo

Covenant Wealth Advisors

351 McLaws Circle, Suite 1, Williamsburg, VA 23185
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Covenant Wealth Advisors is an independent financial advisory firm in Williamsburg that assists clients with managing and investing their money. Its advisors help clients maximize their Social Security and pension benefits, reduce their taxes, and create an investment portfolio for their retirement. The firm provides ongoing advice and management to improve clients' investment returns, reduce risks, and fund the lifestyle they want. Covenant Wealth Advisors also offers estate planning services to ensure clients' assets are protected.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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