Financial advisor Williamsburg Va

About Us

We will help you retire without the stress of money.

Our Financial Planning Approach is Simple

There is nothing more rewarding than seeing our clients retire with confidence

Discover & Understand

We are genuninely interested and curious about your life goals and financial position

Analyze & Design

We apply our extensive background of financial planning for retirement and investing

Implement & Enjoy

We execute personalized strategies to create a more confident retirement

Covenant Wealth Advisors is a Fee-Only Financial Planning Firm

Covenant Wealth Advisors is an independent, fee-only financial planning firm and fiduciary located in Richmond and Williamsburg, VA. We help individuals age 50 plus achieve financial peace of mind leading up to and throughout retirement. Our financial planning, retirement income planning, and investment 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 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. 

Find out how we help you to and through retirement.

AWARDS & MEDIA

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Our Leadership Team

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Mark Fonville, CFP®

President and Financial Planner

19 Years Experience

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Katherine Fonville

Vice-President and Financial Planner

13 Years Experience

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Rob Smith, MBA, CFP®

Financial Planner

20 Years Experience

Financial Advisor Glen Allen Richmond VA

Scott Hurt, CFP®, CPA

Financial Planner

16 Years Experience

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Broderick Mullins, MBA

Portfolio Manager

13 Years Experience

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Terri Miller, FPQP™

Client Services Manager

Covenant Wealth Advisors by the Numbers

60+

Years of  Combined Experience

160+

Families served

98%

2019 Client Retention Rate

Why We're Different

FIDUCIARY FINANCIAL ADVISORS

This means that our financial advisors are required by law to always put client interests first. 

FEE-ONLY COMPENSATION

Our fee-only financial advisors never earn hidden fees or commissions. This reduces conflicts of interest.

CREDENTIALED AND EXPERIENCED ADVISORS

With over 50 years of combined experience, your team will include a CERTIFIED FINANCIAL PLANNER (CFP®) professional, a CPA, and a Client Service Manager

RETIREMENT INCOME EXPERTS 

With over 50 years of combined experience, your team will include a CERTIFIED FINANCIAL PLANNER (CFP®) professional, a CPA, and a client service manager

FIXATION ON TAXATION

Tax planning is the art of arranging your affairs to minimize the impact of tax costs along the way. As tax laws are often complex and frequently change, our CPA works alongside our financial planners to help our clients reduce their tax liability now and in the future.

COMMITMENT TO EDUCATION

Our clients often tell us how much they appreciate the education they receive from our advisors. We know that the more you know, the more successful you will be.

We are driven by our values

Integrity

Clients deserve objectivity, transparency, and having their interests placed first, all the time.

Listen

We ask questions, listen, and have a genuine interest in people.

Gratitude

Clients trust us with their most important financial decisions and we never forget that the honor is ours.

Pursue Excellence

We continually seek education, better experiences, and better outcomes.

Make it Happen

We believe in positive, can-do, attitudes where every member of our team is accountable for their actions.

Family & Relationships

We value family, friends, and having the time and flexibility to live a great life. 

Recognition and Media Mentions

Schedule a complementary consultation to discuss your retirement goals 

 

Speak to a Financial Advisor

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