Covenant Wealth Advisors (CWA) provides financial counsel and investment management for individuals throughout the United States. We help clients manage and preserve wealth. We also help them simplify their financial lives and make better financial decisions. Over the years, we have helped many clients clarify and achieve their financial goals. CWA is a registered investment advisor. We have expertise in investment and financial planning, portfolio design and portfolio implementation. The principals of CWA have significant experience serving clients in a wide variety of wealth management areas. Covenant Wealth serves a limited number of clients whose needs and philosophy mesh with our experience and expertise. Our clients trust us to provide independent and objective financial advice and investment management. A CWA distinctive is that we sell no proprietary products. We are a "fee only" advisory firm. Covenant Wealth Advisors was recognized as “One of the Top Independent Wealth Managers” by Wealth Manager for the past three years in a row. We welcome you to our website and hope that you will find it informative and helpful.
View Top Employees from Covenant Wealth AdvisorsWebsite | http://www.covenantwealthadvisors.com |
Revenue | $654000 |
Employees | 15 (9 on RocketReach) |
Founded | 2010 |
Address | 351 McLaws Circle Suite 1, Williamsburg, Virginia 23185, US |
Phone | (757) 259-0111 |
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Industry | Financial Services, Finance General, Financial Planning, Finance, Retirement Planning, Wealth Management, Investment Management, Asset Management |
Web Rank | 30 Million |
Keywords | How To Reduce Virginia Tax Owed |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
Looking for a particular Covenant Wealth Advisors employee's phone or email?
The Covenant Wealth Advisors annual revenue was $654000 in 2024.
Mark Fonville is the CEO of Covenant Wealth Advisors.
9 people are employed at Covenant Wealth Advisors.
Covenant Wealth Advisors is based in Williamsburg, Virginia.
The NAICS codes for Covenant Wealth Advisors are [52, 523, 5239, 52393].
The SIC codes for Covenant Wealth Advisors are [628, 62].