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The Financial Advisor You Hire When Retirement is Priority #1
8001 Franklin Farms Drive, RM 208, Richmond, VA 23229
📍 351 McLaws Circle, Suite 1, Williamsburg, VA 23185
📍 1768 Business Center Drive, Suite 120, Reston, VA 20190
Yes
Virginia Tech, BS, Finance
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Mark Fonville and Covenant have been excellent. They are very astute to financial issues and the machinations of our economy. I have complete confidence in their organization.
Covenant has been great. It has been easy to work with Mark Fonville and his staff on our investments and financial management. They thoroughly go through all our options and discuss our investments, tax planning and our overall strategy.
Trust is hard to come by, and the advisors at Covenant have earned 100% of mine
We’ve had the pleasure of working with Covenant Wealth Advisors for several years now, and we couldn’t be more satisfied. The financial expertise of our advisor, Scott Hurt, is extensive and highly valuable. He's always taken the time to explain complex concepts in a way that's easy to understand, and his tips for saving money on taxes have been invaluable. Since becoming clients, he has helped us create a retirement plan that we feel confident will secure our future. Scott is always responsive to our questions, no matter how small, and he never makes us feel like we’re bothering him. We highly recommend his services to anyone looking for a knowledgeable and approachable financial advisor.
I've been Matt's client for nearly fifteen years. He and his team are knowledgable, experienced, and singularly focussed on client success. I highly recommend this team to anyone seeking a secure financial future.
Covenant Wealth Advisors has been wonderful to help us plan for the future and retirement. They are excellent at what they do and obviously care about you as a person. I highly recommend them.
My husband and I had not worked with professional advisors until earlier this year when Covenant was recommended to us for retirement strategy consultation. We are so pleased with Matt, Adam, and Marleigh and grateful for their wisdom and infinite patience. We sleep easier knowing we have experts watching over us!
Earlier this year, I began trusting Matt and Adam with my financial future and I have nothing but positive accolades to share. They exude honesty and integrity. They have deep market knowledge and significant experience in various economic cycles. No question is too ‘dumb’ and they take the time to make sure you are comfortable with and understand the plan. They treat you like family. Meg R
Working with the Reston team you'll see that they deliver on all of the expectation that their clients value in their approach to financial planning. I highly recommend Covenant Wealth Advisors if you are looking for a high quality firm for your financial planning.
I just love these folks! They are a "wealth" of knowledge and have a strong desire to help you to live your life to the fullest with what you've worked and saved for all your life. They're always available to answer any questions and address any problem(s) you may encounter. Can't say enough good stuff about them. Joyce B
I've been a client of this firm's leadership for about 20 years and can wholeheartedly recommend them for their professionalism, knowledge of the market, and time/attention they give to each of their clients. In addition to them being proactive through portfolio updates and management, they are always responsive to any questions (however 'dumb' the questions may be) I have had always leave me feeling secure about my family's financial future.
Wonderful team of advisors. I work specifically with Matt, who is smart, patient, thoughtful, and generous with his attention to detail about what is the best approach for your investments.
I have been with Matt and the team for almost 20 years. I trust them with all my financial decisions and asset management. They go above and beyond to care for your family and help you achieve your goals. I have made countless referrals to this team and trust them 100%. It is great to have solid counsel on all the major milestones and decision points life and your career can throw your way.
Love working with my team in the Reston office. The expertise, education and transparency they provide has given me all the peace of mind I could want with my finances. Highly recommend.
Covenant Wealth Advisors are the best at managing and assisting in any and all financial matters. I have been a client for the staff for 6 years.They handled the eatates of both my deceased parents. I am grateful they were the advisors referred to me by a neighbor in my home town. They put a personal touch on everything they do. My advisor feels like part of the family after all these years and they have gone above and beyond in helping my family get through some difficult times. They have the financial knowledge backed by historical data coupled with legal expertise. On top of the estate assistance, they have helped me with other financial matters such as my 401k, HSA, and investment property. I would not hesitate to recommend them to anyone and have with my friends, coworkers, and family.
Covenant Wealth Advisors has taken good care of me since I’ve been with them. Scott Hurt has always been so friendly and reassuring and is on top of my financial situation. I’m getting to enjoy my retirement, thanks to his advice.
Sherry and I just completed one of our routine financial status review meetings with Scott Hurt. In usual fashion, Scott mixes in a personal flare with professionally presented information. The result is that we are confident in our plan and our financial future. We are grateful for the help we receive from the Covenant Team.
The Richmond office is easy to get to with plenty of parking. The office space is nicely furnished, but I now use Zoom services several times a year. I not only enjoy the professional expertise of all those I work with; I really enjoy the personal relationship I have developed over the 18 years that CWA has been advising me--through widowhood, college education, and pre-retirement planning. Scott Hurt continues to advise me in my retirement years, always looking to make sure my present needs are met--and projecting future needs and how to address them when the time comes. I look forward to continuing this relationship, as does the rest of my family who each have their financial accounts here.
Kathy and I had a great Zoom call with Scott on Tuesday. We discussed our financial situation and the 2023 taxes. We feel comfortable with our plan and encouraged with the long term outlook .
Extremely knowledgeable and very personable in their approach. It is refreshing to work with people that care about you personally as well as professionally.
Covenant Wealth Advisors has taken the worry and stress off retirement planning. My husband had done a great job of managing resources. But there came a time when he began looking to the future and became concerned for what out financial health would be after retirement. That's when he turned to Covenant Wealth. After a few meetings with Mark Fonville to review where we wanted to be, he introduced us to Scott Hurt. We felt confident in the financial profile Scott presented and his recommendations. I lost my husband within months of a metastic cancer diagnosis. If he hadn't had the foresight to bring an expert into our lives I would have been overwhelmed and lost. Scott has helped me with every step of working with multiple entities and third party management companies to resolve hurdles that arose in receiving my benefits. My husband did everything he could to leave me financially secure. The best thing he did was build this awesome relationship with Covenant Wealth.
Covenant feels like a family to me. They're very knowledgeable about financial plans and every move they make is calculated to fit my lifetime goals.
We highly recommend Covenant Wealth Advisors for financial planning. We recently started working with their team to help us invest and plan for upcoming expenses, such as college, retirement, and elder care. We really like working with Megan, our financial advisor, who has taken time to get to know us. She thoroughly reviews our information before each meeting and creates options to help us think through various courses of action. Her recommendations have already helped us see how various choices/investments we make now can have financial implications down the road. It's exactly that kind of expert advice that we were hoping for when engaging with a financial planner. Above all, we appreciate the clear communication we receive at all times from Covenant. There is no mystery to what they are doing, nor is there any hesitation to spend time over email or Zoom calls to answer our questions in detail.
My husband and I have found Covenant Wealth Advisors to be a great source of financial advise and expertise. We have found everyone to be helpful, especially Scott.
Over the years Covenant Wealth advisors have gone above and beyond to help me with my financial goals. This includes immediate response to questions, extensive planning and implementation, and offering educational opportunities. 5 stars!
Mark and his team have been wonderful to deal with. They listen, ask pertinent questions to help identify priorities, and provide clear recommendations. The depth of their experience is obvious. I come away from every meeting with a sense of direction and understanding. I can’t say enough positive things about Covenant Wealth Advisors.
The team at Covenant feels more like a family than wealth advisors. They’re very caring and in tune with the personal goings-on in my life, as well as very knowledgeable and experienced about investing. I couldn’t be happier with them.
Solid Professional Financial Services responsive to our financial needs!
We have found CWA's advice and service over the years to be most helpful and beneficial. It has our total endorsement.
We have utilized the services of Covenant for many years. We feel they really care about us and our goals. We feel we have found a caring, compassionate financial office. We recommend them and will continue our relationship.
We have been clients of Covenant Wealth Advisors for 18 years. We have been very satisfied with our relationship with the CWA team. They have helped us plan for our children’s educations, tax planning and our retirement goals. The team at Covenant has always been quick to respond and we feel they keep our needs and goals a top priority. The range of services and customer service is top shelf. Very reliable and trustworthy firm.
After interviewing several financial advisors I chose Mark Fonville at Covenant Wealth Advisors and it was one of the best decisions I have ever made. Mark and his team are the gold standard and their level of service, knowledge, and attention to detail and honesty are second to none. More often than not he goes out of his way to talk me out of purchasing certain mutual funds and other investments that I’m interested in even though he would have earned a much larger fee. He is truly more interested in the outcome than the income which seems to be rarer and rarer these days. If you are looking for a financial advisor you should meet with him as once you do the bar will be raised and once you benchmark him and his services and team off of the competition I think the answer will be clear.
Wonderful, bright and professional advisors. Very knowledgeable and client focused.
I have entrusted Covenant Wealth Advisors with managing my family's entire investment portfolio. I find them to be extremely trustworthy, knowledgeable and conscientious regarding my family's financial security.
I've generally managed my finances without outside help. Approaching retirement, I thought it might be worthwhile to have a professional review my investments and plan. I liked that Mark offered a fee only option. After an initial phone conversation, we decided to proceed to a meeting, where we discussed what our goals would be and also any specific questions I might have. At the end of the process we met again where I was given a detailed financial plan, answers to my specific questions, and an opportunity to as more questions. And maybe most importantly, a list of action items, actions it was recommended that I take. Throughout I found Mark to be enjoyable to work with, professional, informed, and a good listener. Overall, I couldn't be more pleased with the results, and can recommend Covenant Wealth Advisors without reservation.
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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 nominated for the Forbes Best-In-State Wealth Advisor 2025 ranking for Virginia in April of 2025. Forbes Best-In-State Wealth Advisor full ranking disclosure. Read more about Forbes ranking and methodology here.
USA Today’s 2025 ranking is compiled by Statista and based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers. Covenant was selected on March 19th, 2025. No compensation was paid for this ranking. See USA state ranking here. See USA Today methodology here. See USA Today for more information.
