$270MM AUM | $2.2MM Rev in
Covenant Wealth Advisors is an independent wealth management firm and fee-only financial planner located in Richmond and Williamsburg, Va.
We specialize in retirement income planning and investment management for individuals age 50 plus and their families.
A culture of learning, teamwork, and dedication to always doing what's right for our clients drives Covenant's people.
We are seeking to grow our firm through the acquisition of additional advisory firms who fit our culture and values.
Since 2018, we have acquired two practices with a client retention rate of 98%. If you want to sell your business to a dedicated team with a track record of retention and taking care of clients in the most ethical manner, please reach out to us. We’d love the opportunity to talk with you about how we can help you transition your business.
Firms we seek include the following characteristics:
1. You are ethical and client focused
2. You want to sell your business or merge with another firm to help you retire within the next 3 years.
3. You are 90% fee based or greater.
4. You believe in investing for the long term and avoid trying to “time” the market in an effort to outperform.
5. You want to sell to an experienced team who will be there for your clients. Mark and Katherine have over 15 years of experience and plan on being in the business for another 20 years.