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Team at Covenant Wealth Advisors, a wealth management firm in Richmond VA and Williamsburg Va

About Our Firm

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

AWARDS & MEDIA*

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Wealth Management and Retirement Advice 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 and wealth 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.

97%

 Client retention rate

*2023 Client Retention

$475+ million

assets under management as of 12/26/2023

18+ Years

Average industry experience per CERTIFIED FINANCIAL PLANNER™ Professional

We are driven by our values

Integrity

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

Pursue Excellence

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

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. 

Make It Happen

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.

Our Team

Our Team
Financial Advisor

Mark Fonville, CFP®

CEO and Financial Advisor

21+ Years Experience

Richmond | Williamsburg | Virtually Nationwide

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Katherine Fonville

Vice-President and Financial Advisor

15+ Years Experience

Richmond, VA

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Matt Brennan, CFP®

Financial Advisor

19+ Years Experience

Reston, VA

Adam Smith Financial Advisor Reston VA

Adam Smith, CFP®

Financial Advisor

17+ Years Experience

Reston, VA

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Scott Hurt, CFP®, CPA

 

Financial Advisor

19+ Years Experience

Richmond | Williamsburg | Virtually Nationwide

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Megan Waters, CFP®, CMFC®, AAMS®

Financial Advisor

15+ Years Experience

Richmond | Williamsburg | Virtually Nationwide

Rosana Nguyen Financial Advisor Richmond

Rosana Nguyen

Associate Financial Advisor

Richmond | Williamsburg | Virtually Nationwide

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Terri Miller, FPQP®

Client Services Manager

12+ Years Experience

Richmond | Williamsburg | Virtually Nationwide

Marleigh Feehan_CWA

Marleigh Feehan

Client Service Associate

2+ Years Experience

Reston, VA | Virtually Nationwide

Why We're Different

FIDUCIARY FINANCIAL ADVISORS

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

NO COMMISSIONS

Never pay commissions again. As fee-only financial advisors, 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.

Our Values
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See If We're a Good Fit for You

All of our services start with a complimentary consultation.

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