Covenant Wealth Advisors

We believe in helping individuals and families enjoy life without the stress of money.

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Wealth Management, Delivered with Transparency and Objectivity

Covenant Wealth Advisors is an independent wealth management firm and fee-only financial planner built by financial planners, not product sales people. We specialize in retirement income planning and investment management for individuals age 50 plus and their families. As a registered investment advisor and fiduciary, we're required by law to always always put our client's best interests ahead of our own. As a fee-only firm, we never charge commissions or accept third-party payments. A culture of learning, teamwork, and dedication to always doing what's right for our clients drives Covenant's people.

Explore Our Capabilities

Covenant Wealth Advisors by the Numbers

50

Years of  Combined Experience

140+

Families served

98%

2019 Client Retention Rate

Our Team

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Mark Fonville, CFP®

President and Wealth Manager

18 Years Experience

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Katherine Fonville

Vice-President and Wealth Manager

16 Years Experience

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Rob Smith, MBA, CFP®

Wealth Manager

20 Years Experience

Financial Advisor Glen Allen Richmond VA

Scott Hurt, CFP®, CPA

Wealth Manager

16 Years Experience

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Terri Leonard, FPQP™

Client Services Manager

We are driven by our values

Integrity

We do what we say we're going to do, when we say we're going to do it. 

Personalize 

Cookie cutter solutions don't cut it for us. Our value begins where others end.

Gratitude

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

Enjoy life and family

We try to live our best lives just as we encourage our clients to do as well.

Go the Distance

It's in our DNA to provide the type of service you never expected.

Listen

We've never learned anything by talking. Asking questions and listening helps us provide better advice.

Start Here to See if We Can Help.

Let us help you enjoy life without the stress of money.

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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