Best Financial Services in Richmond

My husband and I contacted Financial Freedom Planners to help us understand how to prepare for our retirement and to develop a plan of action that would address the uncertainties we had with the important financial decisions we would need to make. We had the pleasure of meeting with Charles Roberts a number of times over several months and we found his depth of knowledge and his desire to help to be outstanding. He was not only very personable during our conversations but was also keenly aware of our needs and concerns. His approach in assisting us was professional and very user friendly and he always took the time to be certain that we understood the information he was giving us. We greatly appreciated his expertise and would recommend his services to anyone in need of solid financial guidance.

My husband and I started working with Financial Freedom Planners this year and they have been amazing. The time and effort they put into creating your plan is unmatched. They answered all our questions and never rushed us during our meetings. John created nearly a dozen scenarios for us to see how different decisions would impact our net worth over time. I can't say enough great things about working this company.

We found Charles Roberts through an article in Forbes magazine about the wisdom of hiring a financial planner who is a fiduciary. The article recommended only four in Virginia, and the other three were in the greater DC area. His resume and experience are not to be believed. Chuck and John made us feel like we were their only clients and gave us a wealth of information and guidance. We were so impressed with Financial Freedom Planners, we have gifted our son and his wife some sessions with them as well.

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I've generally managed my finances without outside help. Approaching retirement, I thought it might be worthwhile to have a professional review my investments and plan. I liked that Mark offered a fee only option. After an initial phone conversation, we decided to proceed to a meeting, where we discussed what our goals would be and also any specific questions I might have. At the end of the process we met again where I was given a detailed financial plan, answers to my specific questions, and an opportunity to as more questions. And maybe most importantly, a list of action items, actions it was recommended that I take. Throughout I found Mark to be enjoyable to work with, professional, informed, and a good listener. Overall, I couldn't be more pleased with the results, and can recommend Covenant Wealth Advisors without reservation.

We have been clients of Covenant Wealth Advisors for 18 years. We have been very satisfied with our relationship with the CWA team. They have helped us plan for our children’s educations, tax planning and our retirement goals. The team at Covenant has always been quick to respond and we feel they keep our needs and goals a top priority. The range of services and customer service is top shelf. Very reliable and trustworthy firm.

I have entrusted Covenant Wealth Advisors with managing my family's entire investment portfolio. I find them to be extremely trustworthy, knowledgeable and conscientious regarding my family's financial security.

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I met Ryan through a friend at dinner. I was expecting a hard sell but Ryan and Justine and I think Tammy was friendly no selling. I asked for them to call me they did and while I am not a big investor they took me on and have helped me learn how to achieve goals on my level of comfort. They are all great and so friendly and helpful. I never feel like I am not important. Keep up the good work! Plus my portfolio has gone up compared to the last place I was using where each month I lost money!

My first meeting with Ryan was a bit of a come to Jesus moment. He posed questions like "how do you eat an elephant...one bite at a time." But he set out an extremely organized and clear presentation on his philosophy for financial planning. We went through a detailed serious of questions that assessed my financial goals and risk tolerance. We then assessed all of my incomes and debt. You need to have a budget to do any of this...and I didn't have one. Ryan took me through the whole process and now only after a few months my grasp on my financial situation is so much stronger.

They way I have it set up is that all of my money goes into their account and then they give me a paycheck based on the budget we have created together. Ryan then is able to use the remaining money to invest in a way that is in line with my financial goals. This is a huge load off my shoulders. I can focus on my work and know that the money I make is doing what it is supposed to.

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