Adam Smith, CFP®
The Financial Advisor You Hire When Retirement is Priority #1
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Serving Clients Nationwide
The Financial Advisor You Hire When Retirement is Priority #1
Areas of Focus
- Estate Planning
- Insurance
- Investment Management
- Retirement Income Planning
- Social Security Optimization
- Tax-Efficient Planning
About Adam Smith, CFP®
Hi, I'm Adam Smith, Financial Advisor at Covenant Wealth Advisors.I am a CERTIFIED FINANCIAL PLANNER™ professional based in Reston, VA, and became part of the Covenant Wealth Advisors team in 2023. This relationship follows a 17+ year career at Acorn Financial Services and Dominion Wealth Management.
During my time at Acorn and Dominion, I delved deeply into investment research and portfolio development, while also playing a significant role in various aspects of the business operations.
I bring a wealth of experience and a unique perspective that sets me apart from my contemporaries. I understand how to properly integrate all aspects of an individual's financial life, be it tax, investments, retirement income planning, estate planning, insurance, and more.
In this vein, I enjoy Covenant Wealth Advisors' team-based approach to helping clients live their best life to and through retirement.
I am a 2006 graduate of Virginia Tech. I currently reside in Vienna, VA with my wife, Rachel, and our two children.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- National Association of Personal Financial Advisors
Primary Location
1768 Business Center Drive Suite 120 Reston, VA 20190
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule your free, no obligation intro meeting. If you're ready to take the first step towards a worry-free retirement, schedule your personal consultation today—absolutely free! This is a free, no-obligation retirement consultation reserved for investors with over $1 million in savings and investments (excluding real estate).Offers Investment Management
Yes
About Covenant Wealth Advisors
Founded in 2010, Covenant Wealth Advisors is an award winning* independent, fee-only wealth management firm and financial planner located in Richmond, Reston, and Williamsburg, VA. We help individuals age 50 plus achieve financial peace of mind leading up to and through retirement. Our wealth management services help individuals enjoy life without the stress of money.As our name implies, we pledge to always put client interests first.
Rather than simply sell products, we take the time to personalize strategies around your total financial life. As a fee-only firm, we never charge commissions or accept third-party payments. While experience and technology drives our work, we're driven by real relationships and transparent communication. A culture of learning, teamwork, and dedication to always doing what's right for our clients drives Covenant's people.
Why We're Different
✔️ Fiduciary Financial Advisors
Fiduciary financial advisors are required by law to always put your best interests first.
✔️ Fee-Only (no commissions)
Our fee-only financial planners never earn hidden fees or commissions. This reduces conflicts of interest.
✔️ Credentialed and Experienced Advisors
Your team will include a CERTIFIED FINANCIAL PLANNER™ professional, a CPA, and a client service manager
You no longer have to stress about retirement
You deserve financial advice that puts your interests first. As your fee-only financial planner, you'll never have to worry about hidden fees or commissions influencing the guidance you receive.
When you partner with our experienced wealth advisors, you gain a dedicated team focused on helping you reach your unique financial goals. Our high client retention rates show just how many people like you have found lasting value in our partnership.
You can rest easy knowing your financial future is in the hands of a fiduciary advisor - we're legally bound to put your interests first in every decision we make. This commitment to your success sets your experience apart from traditional financial firms.
With transparent communication and personalized attention at every step, you'll always understand exactly how your financial strategy aligns with your goals. Think of us as your financial teammate, working alongside you to help build the future you envision.
Ready to experience what makes working with a dedicated fiduciary advisor different? Let's start a conversation about your financial future.
Education
Virginia Tech
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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