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What Can a Fee-Only Financial Planning Firm Do For You?

Founded in 2010, Covenant Wealth Advisors is an independent, fee-only financial planning firm and fiduciary advisor serving clients in Richmond VA, Williamsburg VA, and virtually across 21 states in the U.S.

Our mission is to help individuals retire with peace of mind through a lifetime of clarity, insight, and partnership.

 

We do our best work helping clients age 50 plus who have over $1 million in investments and retirement savings.

 

Our financial planning, retirement income planning, and investment management services help you enjoy life without the stress of money.

 

As a fiduciary, we are required by law 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.

Your Team

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Mark Fonville, CFP®

CEO and Financial Advisor

20 Years Experience

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Katherine Fonville

Vice-President and Financial Advisor

13 Years Experience

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Broderick Mullins, MBA

Financial Advisor and Portfolio Manager

14 Years Experience

Financial Advisor Glen Allen Richmond VA

Scott Hurt, CFP®, CPA

Financial Advisor

17 Years Experience

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Megan Waters, CMFC®, AAMS®

Associate Financial Advisor

14 Years Experience

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Terri Miller, FPQP™

Client Services Manager

Covenant Wealth Advisors by the Numbers

15.6

Average Years of Experience Per Advisor

50 to 1

or Better Client To Advisor Ratio

98%

2021 Client Retention Rate

We are driven by our values

Integrity

We believe in objectivity, transparency, and having client interests placed first, all the time.

Listen

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

Gratitude

Clients rely on us for some of 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. 

How We Are Different

FIDUCIARY FINANCIAL ADVISORS

Work with a financial advisor who is required by law to always put client interests first. 

FEE-ONLY COMPENSATION

Never pay commissions again. Fee-only means we never receive commissions or 3rd party payments.

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
FOCUSED

You get one chance to retire without running out of money. Enjoy a relationship with a financial planner who specializes in retirement income planning.

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

The more you know, the more confident you will be. Confidence drives discipline. Discipline may lead to a more successful investment experience.

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ARE YOU LOOKING FOR INDEPENDENT ADVICE?
IS COVENANT RIGHT FOR ME?

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