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Who We Serve

Learn about the types of clients we serve.

How Do I Know If I'm a Good Fit?

We provide the best advice when we serve clients with similar characteristics. Our typical clients are:

Your are aged 50 plus or within 10 years of retirement or currently retired.

You are a disciplined saver who has built a retirement "nest egg" that exceeds $1 million or more.

You prefer to delegate retirement planning and investment management responsibilities to an expert so you can spend time enjoying life.

We've worked with individuals from 100s of great companies including....

Financial advisory services for Dominion resources
Financial advisor services for Ferguson employees
Financial advisory services for Huntington Ingalls Industries
Financial advisor for Riverside employees
Financial advisor for sentara employees
financial advisor for hca employees
financial advisor for google employees
financial advisor for apple employees
financial advisor for boeing employess

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GENERAL

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About

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DISCLOSURES

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Form CRS

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Privacy Policy

Legal Disclosure

CONTACT US

 

Email: info@mycwa.com

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Hours of Operation:​

Mon - Friday: 08:30 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

8001 Franklin Farms Drive

RM 208

Richmond, VA 23229

(804) 729-5265

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RESTON VA LOCATION

1768 Business Center Drive

Suite 120

Reston, VA 20190

(703) 991-2000

​Disclosures:​

Covenant Wealth Advisors (CWA) is a d/b/a of Fonville Wealth Management LLC, an SEC-registered investment adviser with offices in Richmond, Reston, and Williamsburg, Virginia. Registration does not imply a certain level of skill or training. Information on this website is educational and is not investment, tax, or legal advice; advice is provided only to clients under a signed client service agreement. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Awards and rankings are not indicative of future performance or of any client's experience; required disclosures appear with each award, and full methodology is available in our Award Disclosures. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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*Free Strategy Session and Consultation:

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No Monetary Cost
Our Strategy Session is provided at no monetary cost to you, and you are under no obligation to purchase any products or services.
 

Information Exchange
To request this Strategy Session, you must provide your contact information (name, email address, and phone number). By requesting this free session, you acknowledge that you are exchanging your contact information for the assessment and registering for our weekly newsletter offered at no monetary cost to you.
 

Assessment Process
Initial Consultation: We will schedule a meeting to discuss, document, and prioritize your retirement goals and concerns. During the conversation we may discuss strategies to consider in the areas of investment management, tax planning, and retirement income planning. Should you decide to become a paying client, we will design, build and implement a financial plan to help you to and through retirement.
 

No Obligation
You are not required to provide the additional financial information, meet with us beyond the initial consultation, or engage our services. You may discontinue the process or opt out of future communications at any time. You understand that by not providing information prohibits us from providing a thorough analysis.

 

Educational Nature
This Strategy Session is educational and analytical in nature. It does not constitute personalized investment advice or a recommendation to take any specific action. No advisory relationship is formed as a result of participating in this session. Any investment advice or implementation of strategies would only be provided after you formally engage us as a client through execution of a client service agreement.

 

© 2026 Covenant Wealth Advisors. All rights reserved.

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