Get a Free, No-Obligation Second Opinion On Your Financial Situation

Dear Investor, 

When the economy turns as volatile and confusing as it has over the past several years, even the most patient investors may come to question the wisdom of the financial advice that they’ve been following.

At Covenant Wealth Advisors, we’ve seen a lot of investors make mistakes they regret. And we can certainly empathize with people who find the current environment troublesome and disturbing.

 

We’d like to help, if we can, and to that end, here’s what we offer:

A cup of coffee, and a second opinion.

By appointment, you’re welcome to come in and sit with us for a while. We’ll ask you to outline your financial goals – what your investment portfolio is intended to do for you.

If we think your investments continue to be well-suited to your long-term goals – in spite of the current market turmoil – we’ll gladly tell you so, and send you on your way.

 

If, on the other hand, we think some of your investments no longer fit with your goals, we’ll explain why, in plain English.

 

And, if you like, we’ll provide clear recommendations for improvement.

 

Either way, the coffee is on us.

Sincerely, 

Mark Fonville, CFP®

President

Covenant Wealth Advisors

Experience Financial Security Today.

Covenant Wealth Advisors

 

Covenant Wealth Advisors is a private wealth management firm, fee only financial planner, and fiduciary advisor with offices in Richmond, VA and Williamsburg, VA.

Founded in 2010, we work with more than 140 families and manage over $180 million* in assets for clients in Virginia and across the country. 

Our fiduciary financial advisors and fee-only financial planners specialize in working with individuals and families age 50 plus, who are concerned about retirement.

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

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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