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
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
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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.