Covenant Wealth Advisors

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

351 Mclaws Cir Ste 1, Williamsburg, Virg...

Phone Number

(757) 259-0111

Revenue

$5.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Covenant Wealth Advisors

Covenant Wealth Advisors is a fee-only fiduciary financial advisory firm located in Richmond, Reston, and Williamsburg, Virginia, specializing in retirement and tax-smart investing for clients aged 50 and above. They offer a variety of services including investment management, retirement planning, tax planning, and estate planning, emphasizing a holistic approach to financial strategies. Their target clients include individuals seeking personalized financial advice, particularly focusing on retirement income planning without the influence of hidden fees or commissions. The firm prides itself on its experienced team of certified financial planners and a high client retention rate, ensuring dedicated support for achieving financial goals.Explore more
Covenant Wealth Advisors's Social MediaPopular SearchesCovenant Wealth Advisorsfonville wealth management LLCFonville Wealth ManagementCovenant Enterprises IncCovenant Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Covenant Wealth Advisors Org Chart

Mark Fonville, Chief Executive Officer at Covenant Wealth Advisors
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Chief Executive Officer

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KF
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Covenant Wealth Advisors

$5.1M
1-10
Private
-
2010
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Covenant Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Covenant Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Covenant Wealth Advisors.

Covenant Wealth Advisors Tech Stack

A closer look at the technologies used by Covenant Wealth Advisors

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Frequently Asked Questions Regarding Covenant Wealth Advisors

What is Covenant Wealth Advisors's official website?
Covenant Wealth Advisors's official website is www.covenantwealthadvisors.com
What is Covenant Wealth Advisors's Revenue?
Covenant Wealth Advisors's revenue is $5.1 Million
What is Covenant Wealth Advisors's SIC code?
Covenant Wealth Advisors's SIC: 62,628
What is Covenant Wealth Advisors's NAICS code?
Covenant Wealth Advisors's NAICS: 52,523
How many employees does Covenant Wealth Advisors have?
Covenant Wealth Advisors has 1-10 employees
What industry does Covenant Wealth Advisors belong to?
Covenant Wealth Advisors is in the industry of: Finance, Securities Trading
What is Covenant Wealth Advisors competition?
Covenant Wealth Advisors top competitors include: Safe Landing Financial, Bayntree Wealth Advisors, Selkirk Wealth Advisors, Stockade Wealth Management
What technology does Covenant Wealth Advisors use?
Some of the popular technologies that Covenant Wealth Advisors uses are: Sentry, YouTube, Microsoft 365, Postmark
How do I contact Covenant Wealth Advisors?
Covenant Wealth Advisors contact info: Phone number: (757) 259-0111 Website: www.covenantwealthadvisors.com
What does Covenant Wealth Advisors do?

Covenant Wealth Advisors is a fee-only fiduciary financial advisory firm located in Richmond, Reston, and Williamsburg, Virginia, specializing in retirement and tax-smart investing for clients aged 50 and above. They offer a variety of services including investment management, retirement planning, tax planning, and estate planning, emphasizing a ho... listic approach to financial strategies. Their target clients include individuals seeking personalized financial advice, particularly focusing on retirement income planning without the influence of hidden fees or commissions. The firm prides itself on its experienced team of certified financial planners and a high client retention rate, ensuring dedicated support for achieving financial goals.Read More

What are Covenant Wealth Advisors social media links?
Covenant Wealth Advisors Linkedin page Covenant Wealth Advisors Twitter page Covenant Wealth Advisors Facebook page
Is Covenant Wealth Advisors a public company?
Covenant Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Covenant Wealth Advisors

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