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

  • Retirement planning

  • Tax planning

  • Estate planning

Get easy to understand investment advice and management. Tell us your goals and we'll help you achieve them.

INVESTMENT MANAGEMENT SERVICES

  • Portfolio management

  • Investment selection

  • Portfolio income

Get personalized insights and education to help you create the income you'll need to enjoy retirement.

RETIREMENT PLANNING SERVICES

  • Cash flow projections

  • Social security

  • 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:

new york times logo.png

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

Ready for Peace of Mind?

Let us help you create financial security.

FOLLOW US ON

  • Grey LinkedIn Icon
  • Grey Facebook Icon
  • YouTube

CONTACT US

 

Toll Free: (888) 320-7400

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

4870 Sadler Road

#300

Glen Allen, VA 23060

(804) 729-5265

Covenant Wealth Advisors is a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *AUM as of June 30, 2018