About Covenant Wealth
Covenant Wealth is a Financial Services company based in Williamsburg (United States) founded in 2010. It provides fee-only retirement planning, investment, and tax services for clients. It operates on a B2B and Fee-Only Advisory model. Covenant Wealth offers products and services including Investment Management, Retirement Planning, Tax Planning, and Estate Planning. Its focus areas include Wealth Management, Tax Planning, Estate and Retirement Strategies and Retirement Planning. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
Covenant Wealth Advisors is a fee-only financial advisory firm based in Virginia, specializing in personalized retirement income planning, investment management, and tax strategies. They serve clients across the United States through offices in Richmond, Reston, and Williamsburg. As fiduciaries, they focus on aligning services with client interests, offering tools like free assessments and portfolio reviews. Their approach emphasizes tax-efficient withdrawals and estate planning to help clients retire confidently without hidden fees.
- Headquarters Williamsburg, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website covenantwealthadvisors.com
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Products & Services of Covenant Wealth
Covenant Wealth offers a comprehensive portfolio of products and services, including Investment Management, Retirement Planning, Tax Planning, and Estate Planning.
Optimizes investments for retirement and risk management.
Develops strategies for secure retirement income withdrawals.
Reduces taxes on income and estate through efficient planning.
Assists in tax-efficient wealth transfer to heirs.
Apps and channels of Covenant Wealth
its YouTube channel Covenant Wealth Advisors has 476 subscribers and 30 videos.
Videos from Covenant Wealth
The most watched videos on Covenant Wealth's YouTube channel, Covenant Wealth Advisors (476 subscribers). Click a video to play it here.
More on Covenant Wealth Advisors.
People of Covenant Wealth
5 people are tracked at Covenant Wealth (2 in leadership, 3 in team).
| Name | Role | Group |
|---|---|---|
Mark Fonville | CEO | Leadership |
Robert Topping | President | Leadership |
W Scott Hurt | Wealth Manager | Team |
Matt Brennan | Financial Planner And Investment Advisor | Team |
Rob Smith | Financial Advisor CFP | Team |
Complete people profiles for Covenant Wealth
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Competitors of Covenant Wealth
Covenant Wealth has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of Covenant Wealth
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Web traffic of Covenant Wealth
Websites that share an audience with Covenant Wealth (covenantwealthadvisors.com).
Websites whose visitors overlap most with Covenant Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| sequoia-financial.com | 100% | 14.8K | View details | ||
| conference-board.org | 75% | 209.6K | #257,910 | View details | |
| mfs.com | 70% | 143.9K | #284,782 | View details | |
| hightoweradvisors.com | 70% | 54.3K | #1,286,961 | View details | |
| retirable.com | 70% | 28.8K | #945,318 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for Covenant Wealth
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- 9 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Single Family Offices
3 companies that operate in the same segment as Covenant Wealth (Single Family Offices) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Diversified asset management services are offered by EPIQ. | 2018 | San Francisco, California, United States | 58 | |||
Family office of Alison Davis and Matthew C. Le Merle | 2005 | San Francisco, California, United States | ||||
Develops & builds residential & commercial buildings backed by the Durse Family | 1915 | New York, New York, United States |
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Frequently Asked Questions about Covenant Wealth
Covenant Wealth was founded in 2010.
Covenant Wealth is headquartered in Williamsburg, United States. It is registered at Williamsburg, Virginia, United States.
Covenant Wealth Advisors is a fee-only financial advisory firm based in Virginia, specializing in personalized retirement income planning, investment management, and tax strategies. They serve clients across the United States through offices in Richmond, Reston, and Williamsburg. As fiduciaries, they focus on aligning services with client interests, offering tools like free assessments and portfolio reviews. Their approach emphasizes tax-efficient withdrawals and estate planning to help clients retire confidently without hidden fees.
Covenant Wealth's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
Covenant Wealth offers Investment Management, Retirement Planning, Tax Planning, and Estate Planning.