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About Our Firm

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

AWARDS & MEDIA*

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Financial Planning and Investment Management Delivered with Transparency and Objectivity

Covenant Wealth Advisors is an independent, fee-only financial planning and wealth management firm located in Richmond and Williamsburg, VA.

 

We help individuals age 50 plus achieve financial peace of mind through a lifetime of personalized advice, trust, and meaningful relationships. Our fully integrated retirement planninginvestment management, and tax planning services help individuals enjoy life without the stress of money.

 

As our name implies and as a fiduciary, we are legally required 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. This reduces conflicts of interest for you.

 

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.

 

Talk to an advisor today.

Our Leadership

Mark Fonville Financial Advisor Richmond and Williamsburg VA

Mark Fonville, CFP®

CEO and Financial Advisor

20 Years Experience

Richmond | Williamsburg | Virtually Nationwide

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Katherine Fonville

Vice-President and Financial Advisor

14 Years Experience

Richmond, VA

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Broderick Mullins, MBA

Financial Advisor and Portfolio Manager

14 Years Experience

Richmond | Williamsburg | Virtually Nationwide

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Scott Hurt, CFP®, CPA

Financial Advisor

18 Years Experience

Richmond | Williamsburg | Virtually Nationwide

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Megan Waters, CMFC®, AAMS®

Associate Financial Advisor

14 Years Experience

Richmond | Williamsburg | Virtually Nationwide

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Terri Miller, FPQP™

Client Services Manager

12 Years Experience

Richmond | Williamsburg | Virtually Nationwide

Covenant Wealth Advisors by the Numbers

78+

Years of Combined Experience

190+

Clients Served

98%

2021 Client Retention Rate

Why We're 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.

We are driven by our values

Integrity

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

Personalize

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

Gratitude

Clients rely on us for some of their most important financial decisions and we never forget that the honor is ours.

Enjoy Life and Family

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

Go the Distance

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

Listen

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

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A Better Retirement Is Ready For You - Are You? 

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