We're Financial Advisors Who Help You Retire With Confidence
A lot of people struggle with preparing for retirement. We help you design, implement, and protect a personalized financial plan to help you retire without the stress of money.
Williamsburg | Richmond
Helping you retire with confidence through customized planning and advice.
Covenant Wealth Advisors provides fee-only financial planning, investment management, and retirement income planning to help you retire with confidence.
Get a plan to help you plan for retirement, reduce taxes, and make more informed financial decisions.
FINANCIAL PLANNING SERVICES
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Retirement planning
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Tax planning
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Estate planning
Get easy to understand investment advice and management. Tell us your goals and we'll help you achieve them.
INVESTMENT MANAGEMENT SERVICES
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Portfolio management
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Investment selection
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Portfolio income
Get personalized insights and education to help you create the income you'll need to enjoy retirement.
RETIREMENT PLANNING SERVICES
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Cash flow projections
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Social security
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Retirement income
The best fee-only wealth management firms help with more than just money.
You don't have to go it alone. When you partner with Covenant Wealth Advisors, you get more than investment advice. You get a team of experienced CERTIFIED FINANCIAL PLANNER™ professionals who are passionate about helping you live your best life.
FEATURED IN:
150+
Families Served
$170+
Million Assets Under Management as of 12/31/2018
50
Years of Experience
OTHER FINANCIAL ADVISORS
Many financial advisors aren't legally required to act in your best interest. Instead, they only have to do what's suitable for you.
"Big name" brokerage firms like Merrill Lynch and Wells Fargo may sell proprietary products even though they may not be the best product for you. This may create a conflict of interest and could increase your cost.
They receive hidden commissions and third-party payments for selling products in addition to the fees they may charge.
They are generalists often focusing on investing alone with little consideration for your retirement goals, taxes, and income needs.
COVENANT WEALTH ADVISORS
As a registered investment advisor, our advisors are held to a fiduciary standard legally requiring us to act solely in your best interest.
We don't sell proprietary products and only select investment vehicles from the available universe of securities that are considered best-in-class for our client’s needs.
Our financial advisor fees are simple and straightforward based on a small percentage of your assets under management or a fixed financial planning fee. We never charge commissions.
We specialize in retirement income planning and investment management with special attention to taxes, income, and preserving wealth in retirement.
Get Started with Covenant Wealth Advisors Today.
With advice and guidance to make your retirement more achievable, getting started with a fiduciary financial advisor and fee-only financial planner has never been easier.
Get started with a FREE intro call to see if we can help.
Mark and Katherine Fonville
Owners and Financial Advisors
