Honored to Serve: Covenant Wealth Advisors Named Among USA Today's Best Financial Advisory Firms
- Mark Fonville, CFP®
- May 20
- 3 min read
We're humbled to announce that Covenant Wealth Advisors has been recognized by USA Today and Statista as one of the Best Financial Advisory Firms for 2025. As one of only five firms selected from Virginia, this recognition reflects our unwavering commitment to putting our clients first in everything we do.
What This Recognition Means to Us
This acknowledgment isn't about accolades or achievements—it's about the trust our clients place in us every day. In a financial landscape marked by volatility, uncertainty, and rapid change, we understand that who you choose as your financial partner matters more than ever.
The USA Today/Statista rankings evaluate firms based on assets under management growth and—most meaningfully to us—recommendations from clients and peers. While we're proud of our growth, it's the relationships we've built and the financial peace of mind we've helped create that truly define our success.
Our Commitment as a Fiduciary
As a Registered Investment Adviser (RIA), we take our fiduciary responsibility seriously. This isn't just a legal obligation—it's the foundation of our practice. We are committed to:
Always acting in our clients' best interests
Providing fee-based services that align our success with yours
Taking a holistic approach to your financial wellbeing
Offering transparent, objective advice
Looking Forward
In times of economic uncertainty, having a trusted partner to navigate the complexities of the financial markets becomes even more crucial. Whether it's responding to market shifts, planning for retirement, or building generational wealth, our team remains dedicated to providing steady guidance through all of life's financial seasons.
This recognition reinforces our mission, but our focus remains unchanged: to serve our clients with integrity, expertise, and personalized attention. We extend our deepest gratitude to our clients for their trust and to our team for their dedication to excellence.
Thank you for allowing us to be part of your financial journey.
If you're considering working with a financial adviser, we invite you to learn more about our approach and how we might serve you. Every financial journey is unique, and we're here to help navigate yours.
About the author:
CEO and Senior Financial Advisor
Mark is the CEO of Covenant Wealth Advisors and a Senior Financial Advisor helping individuals age 50+ plan, invest, and enjoy retirement comfortably. Forbes nominated Mark as a Best-In-State Wealth Advisor* and he has been featured in the New York Times, Barron's, Forbes, and Kiplinger Magazine.
Disclosures: Covenant Wealth Advisors is a registered investment advisor with offices in Richmond, Reston, and Williamsburg, VA. Registration of an investment advisor does not imply a certain level of skill or training. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. The views and opinions expressed in this content are as of the date of the posting, are subject to change based on market and other conditions. This content contains certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Please note that nothing in this content should be construed as an offer to sell or the solicitation of an offer to purchase an interest in any security or separate account. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax, or legal advice. If you would like accounting, tax, or legal advice, you should consult with your own accountants or attorneys regarding your individual circumstances and needs. This article was written and edited by a CERTIFIED FINANCIAL PLANNER™ professional with the assistance of AI. No advice may be rendered by Covenant Wealth Advisors unless a client service agreement is in place. Hypothetical examples are fictitious and are only used to illustrate a specific point of view. Diversification does not guarantee against risk of loss. While this guide attempts to be as comprehensive as possible but no article can cover all aspects of retirement planning. Be sure to consult an advisor for comprehensive advice.
