See Your Free Retirement Roadmap Backed by Over 20 Years of Experience
Have a $1M+ portfolio? Use our collective intelligence from serving 350+ clients to help you retire with clarity, confidence and peace of mind.
AWARDS AND MEDIA*
Take a Sneak Peek Into What a Retirement Roadmap is All About
Eye opening, huh? You should get one for yourself so you can have the best retirement plan possible.
What's In Your Retirement Roadmap?
If retirement plans were Halloween candy, other financial advisors give out toothbrushes while we give out full-sized chocolate bars.
Powerful Strategies & Tactics
Learn about the strategies you should consider to help you retire comfortably.
Prioritize Your Goals
We'll discuss and clarify your goals, priorities and concerns.
Get Retirement Answers
Get intelligent answers to your most important retirement questions.
Investment Strategies
Learn how to optimize your investment portfolio for retirement
Tax Strategies
Find out how to potentially pay less in taxes now and in retirement.
What Do Clients Have to Say About Covenant Wealth Advisors?
Covenant Wealth Advisors has not provided any compensation for the testimonials shown. We have solicited these testimonials but have not influenced their content. To our knowledge, no other conflicts of interest exist regarding these testimonials. Click on the individual name below for date of posting.
We Know What To Do Today,
We Know What To Do Tomorrow
At the same time we're working toward your immediate goals, we're planning the next steps to keep you financially confident and secure.
*Disclosure: We do not share or sell your information. The free retirement plan is for individuals who have over $1 million in investment assets excluding real estate. By completing the form above, you agree to be contacted by Covenant Wealth Advisors by phone, text, or email so we can schedule your assessment. You will meet with one of our senior financial advisors, Mark Fonville or Matthew Brennan, who each have over 20 years of experience in financial services. You will also be added to our weekly newsletter which you can unsubscribe from at any time.
Services offered by Covenant Wealth Advisors, a fee only financial planner and registered investment adviser with offices in Richmond, Va, Reston, Va and Williamsburg, Va and servicing clients across the United States. 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. Investments involve risk and there is no guarantee that investments will appreciate. Past performance is not indicative of future results. By entering your info into our forms, you are consenting to receive our email newsletter and/or calls regarding our products and services from Covenant Wealth Advisors.. This agreement is not a condition to proceed forward. This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.
*Award Winning: Access the Newsweek nomination for America's Top Financial Advisory Firms for 2025 methodology disclosure here and a list of financial advisory firms selected. CWA was awarded the #1 fastest growing company by RichmondBizSense in 2020 based on three year annual revenue growth ending December 31st, 2019. To qualify for the annual RVA 25, companies must be privately-held, headquartered in the Richmond region and able to submit financials for the last three full calendar years. Submissions were vetted by Henrico-based accounting firm Keiter. Expertise.com voted Covenant Wealth Advisors as one of the best financial advisors in Williamsburg, VA for in 2024 based on their proprietary selection process. CWA was nominated for the Forbes Best-In-State Wealth Advisor ranking for Virginia on April 7th, 2022. Forbes Best-In-State Wealth Advisor full ranking disclosure. Read more about Forbes ranking and methodology here. CWA did not compensate any of the entities above for the awards. However, CWA may pay Newsweek/Plant-A Insights Group for licensing and Expertise.com and Google to advertise on their platform. While we seek to minimize conflicts of interest, no registered investment adviser is conflict free and we advise all interested parties to request a list of potential conflicts of interest prior to engaging in a relationship.