Financial advisor Williamsburg Va

About Our Firm

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

AWARDS & MEDIA

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Financial Planning, Delivered with Transparency and Objectivity

Covenant Wealth Advisors is an independent, fee-only wealth management firm and financial planner 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.

Our Leadership

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Mark Fonville, CFP®

President and Financial Planner

18 Years Experience

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Katherine Fonville

Vice-President and Financial Planner

16 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

Covenant Wealth Advisors by the Numbers

60+

Years of  Combined Experience

160+

Families served

98%

2019 Client Retention Rate

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Terri Miller, FPQP™

Client Services Manager

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.

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 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.

Recognition and Media Mentions

Contact us to get the financial peace of mind you want.

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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