Matt Brennan, CFP®

The Financial Advisor You Hire When Retirement is Priority #1

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Covenant Wealth Advisors Matt Brennan, CFP®
Reston, VA

Serving Clients Nationwide

The Financial Advisor You Hire When Retirement is Priority #1

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Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Matt Brennan, CFP®

Since 2003, Matt Brennan has built a robust career as a Financial Planner and Investment Advisor Representative, bringing extensive expertise and deep understanding of the financial landscape to his clients. His journey to Covenant Wealth Advisor's team is preceded by a flourishing career that previously included significant roles at Acorn Financial Services, Dominion Wealth Management, Inc., and Legacy Advisors, LLC, which is now part of Spire Investment Partners.

Matt's solid foundation in the finance field is backed by his academic accomplishments at the College of William & Mary, where he graduated in 2003. There, he distinguished himself by completing a double major in Economics and Government. Further amplifying his professional standing, Matt achieved the status of CERTIFIED FINANCIAL PLANNER™ professional in 2009, a testament to his commitment to upholding the highest standards in financial planning.

Personal and Family

A native of Massachusetts' North Shore, Matt transitioned to the DC area in the latter part of 1995, where he has since laid down roots. Today, he resides in Ashburn, sharing his life with his wife Allison and their two sons, Andrew and Connor. Outside the sphere of finance, Matt harbors a passion for professional sports, particularly those ending in 'ball.'

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®

Affiliations

  • BBB Accredited Business
  • Fee Only Network
  • National Association of Personal Financial Advisors

Primary Location

1768 Business Center Drive Suite 120 Reston, VA 20190

Additional Locations

📍 8001 Franklin Farms Drive, RM 208, Richmond, VA 23229

📍 351 McLaws Circle, Suite 1, Williamsburg, VA 23185

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule your free, no obligation intro meeting. If you're ready to take the first step towards a worry-free retirement, schedule your personal consultation today—absolutely free! This is a free, no-obligation retirement consultation reserved for investors with over $1 million in savings and investments (excluding real estate).

Offers Investment Management

Yes

About Covenant Wealth Advisors

Founded in 2010, Covenant Wealth Advisors is an award winning* independent, fee-only wealth management firm and financial planner located in Richmond, Reston, and Williamsburg, VA. We help individuals age 50 plus achieve financial peace of mind leading up to and through retirement. Our wealth management services help individuals enjoy life without the stress of money.

As our name implies, we pledge to always put client interests first.

Rather than simply sell products, we take the time to personalize strategies around your total financial life. As a fee-only firm, we never charge commissions or accept third-party payments. While experience and technology drives our work, we're driven by real relationships and transparent communication. A culture of learning, teamwork, and dedication to always doing what's right for our clients drives Covenant's people.

Why We're Different

✔️ Fiduciary Financial Advisors

Fiduciary financial advisors are required by law to always put your best interests first.

✔️ Fee-Only (no commissions)

Our fee-only financial planners never earn hidden fees or commissions. This reduces conflicts of interest.

✔️ Credentialed and Experienced Advisors

Your team will include a CERTIFIED FINANCIAL PLANNER™ professional, a CPA, and a client service manager

You no longer have to stress about retirement

You deserve financial advice that puts your interests first. As your fee-only financial planner, you'll never have to worry about hidden fees or commissions influencing the guidance you receive.

When you partner with our experienced wealth advisors, you gain a dedicated team focused on helping you reach your unique financial goals. Our high client retention rates show just how many people like you have found lasting value in our partnership.

You can rest easy knowing your financial future is in the hands of a fiduciary advisor - we're legally bound to put your interests first in every decision we make. This commitment to your success sets your experience apart from traditional financial firms.

With transparent communication and personalized attention at every step, you'll always understand exactly how your financial strategy aligns with your goals. Think of us as your financial teammate, working alongside you to help build the future you envision.

Ready to experience what makes working with a dedicated fiduciary advisor different? Let's start a conversation about your financial future.

Education

College of William and Mary, BS in Economics and Government

Hobbies and Interests

  • Family
  • Sports

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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Please see important disclosures below awards View Disclosures

Other Awards

Top Financial Advisory Firms 2025* by Newsweek
Best-In-State Wealth Advisors 2025* by Forbes
Best Financial Advisory Firms 2025* by USA Today/Statista

Award Disclosures

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.