Covenant Wealth Advisors
351 McLaws Circle, Suite 1
Williamsburg, VA 23185
Tel: (757) 259-0111 Fax: (757) 259-9022
FOR IMMEDIATE RELEASE
Williamsburg, VA - August 2015
Williamsburg Financial Planning and Investment advisors receive a Five Star Professional award
Robert G. Topping, MBA, CFP® and Robert C. Smith, MBA, CFP® were recognized this summer in Richmond Magazine as 2015 Five Star Wealth Managers reaching a level of excellence achieved by fewer than 7 percent of the wealth managers in the area. The selection is a result of a rigorous research process that included a regulatory and consumer complaint review and an evaluation of objective criteria associated with wealth managers who provide quality services to their clients.
Covenant Wealth Advisors is a "fee-only" investment advisory firm headquartered in Williamsburg, VA that serves clients in Virginia and throughout the U.S. Besides offering investment management, the company provides retirement and financial planning. Robert Topping, MBA, CFP®, the president of Covenant Wealth Advisors has been an advisor since 1983. He has been listed by Washingtonian Magazine as one of the Experts Who Can Put Your Financial House in Order (based on peer recommendations). Associate Robert Smith, MBA, CFP® heads up the financial planning area of the firm. He has worked in the financial services industry since 1997.
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