Covenant Wealth Advisors - Williamsburg, Virginia

Covenant Wealth Advisors: Your Trusted Financial Partner in Williamsburg, VA

Covenant Wealth Advisors is a renowned financial advisory firm located at 351 McLaws Cir STE 1, Williamsburg, VA 23185. With a strong commitment to providing exceptional financial planning services, they have earned a stellar reputation among their clients. Their dedicated team, led by experienced professionals, works closely with clients to develop personalized strategies that cater to their unique financial goals and needs.

Specialties and Services:

• Financial Advisor
• Financial Planner
• Investment Company

In addition to their core services, Covenant Wealth Advisors prides itself on being a women-owned business, ensuring that their clients benefit from diverse perspectives and expertise. They also offer onsite services, making it convenient for clients to meet with their advisors and discuss their financial plans. The firm is committed to accessibility, providing wheelchair accessible entrances, parking lots, and restrooms, as well as being LGBTQ+ friendly.

Client Reviews and Testimonials:

Covenant Wealth Advisors has received an impressive 5 out of 5 star rating based on 11 reviews on Google My Business. Clients consistently praise the firm for its personalized approach and the dedication of its advisors. One satisfied client shares, "Covenant Wealth Advisors has taken good care of me since I've been with them. Scott Hurt has always been so friendly and reassuring and is on top of my financial situation. I'm getting to enjoy my retirement, thanks to his advice."

With a strong focus on client satisfaction and a commitment to delivering tailored financial solutions, Covenant Wealth Advisors stands out as a top choice for individuals and families seeking expert guidance in managing their finances. Whether you are looking to plan for retirement, invest in your future, or create a comprehensive financial plan, Covenant Wealth Advisors is dedicated to helping you achieve your goals.

Contact Information:

• Address: 351 McLaws Cir STE 1, Williamsburg, VA 23185
• Phone: 572590111
• Website: covenantwealthadvisors.com

👍 Reviews of Covenant Wealth Advisors

Connie G.

5/5

Covenant Wealth Advisors has taken good care of me since I’ve been with them. Scott Hurt has always been so friendly and reassuring and is on top of my financial situation. I’m getting to enjoy my retirement, thanks to his advice.

Marie N.

5/5

My husband and I recently switched our broker and financial planner to Coventry Wealth Advisors. Since then, we couldn't be more pleased. Mark and his staff are receptive to our needs and keep us well informed. We feel very comfortable with his suggestions, and in return, we have grown financially. In this volatile market it is reassuring to know that we are working with a knowledgeable and trustful financial advisor.

sharon B.

5/5

My experience with Covenant Wealth Advisors has been phenomenal. Very caring but expert. They can get to wherever you are in understanding financial planning FAST. No black holes. No stupid questions. No mysterious jargon. And, in the end, there is a plan - an adaptable plan- all there and easy to see. Highly recommend.

Ed H.

5/5

Over the years Covenant Wealth advisors have gone above and beyond to help me with my financial goals. This includes immediate response to questions, extensive planning and implementation, and offering educational opportunities. 5 stars!

John S.

5/5

Kathy and I had a great Zoom call with Scott on Tuesday. We discussed our financial situation and the 2023 taxes. We feel comfortable with our plan and encouraged with the long term outlook .

Top H.

5/5

After interviewing several financial advisors I chose Mark Fonville at Covenant Wealth Advisors and it was one of the best decisions I have ever made. Mark and his team are the gold standard and their level of service, knowledge, and attention to detail and honesty are second to none. More often than not he goes out of his way to talk me out of purchasing certain mutual funds and other investments that I’m interested in even though he would have earned a much larger fee. He is truly more interested in the outcome than the income which seems to be rarer and rarer these days. If you are looking for a financial advisor you should meet with him as once you do the bar will be raised and once you benchmark him and his services and team off of the competition I think the answer will be clear.

Cheryl L.

5/5

We have utilized the services of Covenant for many years. We feel they really care about us and our goals. We feel we have found a caring, compassionate financial office. We recommend them and will continue our relationship.

Kathryn F.

5/5

I sleep well at night knowing Mark has our best interest in mind, every single day.