Legal Disclosure
The information found on this web site reflects the thoughts and opinions of Fonville Wealth Management, DBA Covenant Wealth Advisors "CWA" and is protected by copyright.
No part of the web site may be modified, distributed, posted, or transmitted without the prior written consent of CWA. Opinions and thoughts found in this site constitute the judgment of CWA and are subject to change without notice.
The information provided on this website is intended for informational, educational, and noncommercial purposes only. Nothing in this web site is intended to constitute legal, tax, securities, investment advice, or an opinion regarding the appropriateness of any investment or service for any individual or investor and should not be relied upon in making an investment decision. You should consult your tax or legal adviser about the issues discussed herein.
You alone will bear the sole responsibility of evaluating the merits and risks associated with the use of any data, information, or content on this site before making any decisions based on such data, information, or content. In exchange for using such data, information, or content, you agree not to hold CWA or its third party content providers liable for any possible claim for damages arising from any decision you make based on information made available to you through this site.
CWA will only transact business in states in which the firm is properly registered, or exempted from registration requirements. Nothing in this site is intended as an offer or solicitation for the purchase or sale of any financial instrument.
CWA believes the information provided on this site has been obtained from reliable sources, but accuracy, completeness and suitability for any purpose cannot be guaranteed. The information on this site is not intended to be a complete description of the services of CWA.
Links to other website or references to other products, services, or publications do not imply the endorsement or approval of such by CWA. Third-party websites reached through links from this website may have privacy and security policies that differ from ours. CWA is not responsible for any damages that may result from visiting a site that is linked to this site.
All references that may be made to an investment or portfolio’s performance are based on historical data and one should not assume that past performance is indicative of future performance. Furthermore, it should not be assumed that any investment product or strategy directly or indirectly (through links) mentioned in this site will be appropriate or profitable to any particular investor, or deliver investment performance equal to the past.
Investing entails risks, including possible loss of principal. There are special risk considerations associated with value strategy investing, international investing (including emerging markets), and small company investing. No assurances or guarantees are given regarding the performance of any investment. Returns, share price, and yield will fluctuate and redemption value may be more or less than original cost.
Awards & Recognition
Covenant Wealth Advisors was nominated by Newsweek/Plant-A-Insights Group in November of 2024 as one of America's Top Financial Advisory Firms for 2025. You may access the nomination methodology disclosure here and a list of financial advisory firms selected.
CWA was awarded the #1 fastest growing company by RichmondBizSense on October 8th, 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 and best financial advisors in Richmond, VA for 2025 last updated as of this disclosure on February 12th, 2025 based on their proprietary selection process.
CWA was nominated for the Forbes Best-In-State Wealth Advisor 2022 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 is a member of the Better Business Bureau. We compensate the BBB to be a member and our BBB rating is independently determined by the BBB.
CWA did not compensate any of the entities above for the awards or nominations. These award nominations were granted by organizations that are not CWA clients. However, CWA has compensated Newsweek/Plant-A Insights Group for licensing and advertising of the nomination and compensated Expertise.com 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.