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Meet with a Fiduciary Financial Advisor You Can Trust 

Get on the path to a more comprehensive, personalized approach to planning your retirement. 

We advise clients in Richmond VA, Williamsburg, VA and Virtually across the United States.

LET'S TALK

Connect with a CERTIFIED FINANCIAL PLANNER® professional for a free, no-obligation consultation!

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Voted to Forbes List of Virginia's Best-In-State Wealth Advisors for 2022*

 

FEATURED IN:

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How Do You Know if a Fiduciary Financial Advisor is Right for You?

If you've been meaning to get your money in order for a while — or you're just ready to stop feeling stressed about it — now you can get answers to your money questions directly from us. Create a simple money plan that helps you live a bigger life.

 

Contact us if...

  • You stress about retirement

  • You want to reduce taxes

  • You want to maintain your lifestyle

  • You don't want to worry about running out of money in retirement

 

  • You want to preserve and conservatively grow your wealth

  • You want to avoid costly financial mistakes

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

Schedule a Consultation with a Qualified CERTIFIED FINANCIAL PLANNER™

What Can a Covenant Wealth Advisor Do For You?

Design a plan that helps you retire with confidence.

WHY RETIREMENT PLANNING?

  • Analyze cash flows in retirement

  • Social security timing strategies

  • Pension decisions and more

Investment management to help bring peace of mind to your investment decisions.

WHY INVESTMENT MANAGEMENT?

  • Manage your portfolio

  • Reduce unnecessary risks

  • Create retirement cash flow

Fully integrated tax planning to help you keep more in retirement.

WHY TAX PLANNING?

  • Reduce your taxes

  • Create tax free income

  • Avoid costly tax traps

What Makes Covenant Wealth Advisors Different? 

"Someone who put's your interests first, provides transparent pricing, and who is credentialed and experienced in planning for retirement so they can help you retire without the stress of money"

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

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.

Schedule a Consultation with a Qualified CERTIFIED FINANCIAL PLANNER™

Who Is Covenant Wealth Advisors?

Established in 2010, Covenant Wealth Advisors is an independent financial advisory firm and fee-only financial planner with offices in Williamsburg and Richmond, VA. We are built by financial planners, not product sales people. We specialize in retirement income planning and investment management for individuals age 50 plus and their families. As a registered investment advisor and fiduciary, we're required by law to always always put our client's best interests ahead of our own. As a fee-only firm, we never charge commissions or accept third-party payments. A culture of learning, teamwork, and dedication to always doing what's right for our clients drives Covenant's people.

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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

Get Started with Covenant Wealth Advisors Today

 

With advice and guidance to make your retirement more achievable, getting started with a fiduciary financial advisor and fee-only financial planner has never been easier. 

Fee only financial planner Richmond VA and Wiliamsburg

Katherine Fonville

Founder and Financial Advisor

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