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Covenant Wealth Advisors

Covenant Wealth Advisors Email Formats

Financial ServicesFlag of US8001 Franklin Farms Dr, RM 208, United States11-20 Employees

Covenant Wealth Advisors Email Formats

Covenant Wealth Advisors uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@mycwa.com), used 100% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@mycwa.com
100%

Key Contact at Covenant Wealth Advisors

Flag of US

Mark Fonville

Chief Executive Officer

Company overview

Headquarters8001 Franklin Farms Dr, RM 208, Richmond, Virginia 23229, US
Phone number+17039912000
Websites
NAICS52
SIC628
Keywords
Tax Planning, Wealth Management, Asset Management, Retirement Planning, Financial Planning, Estate Planning, Investment Management
Founded2010
Employees11-20
Socials

About Covenant Wealth Advisors

Founded in 2010, Covenant Wealth Advisors is an award winning* independent, fee-only wealth management firm and fiduciary financial advisor 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. Disclosure: Covenant Wealth Advisors is a registered investment adviser. Registration of an investment advisor does not imply a certain level of skill or training. This platform is solely for informational purposes and should not be considered advice. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information, misinformation, or grammatical errors may be edited or deleted. Investments involve risk and there is no guarantee that investments will appreciate. Past performance is not indicative of future results.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Manager
C-Suite

Employees by Department

Covenant Wealth Advisors has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

Covenant Wealth Advisors has never raised funding before.

Covenant Wealth Advisors Tech Stack

Discover the technologies and tools that power Covenant Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Hotjar

Hotjar

Analytics

Envoy

Envoy

Reverse proxies

Microsoft 365

Microsoft 365

Email

Wix

Wix

Blogs

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

Google Cloud CDN

Google Cloud CDN

CDN

Sentry

Sentry

Issue trackers

Sirvoy

Sirvoy

Appointment scheduling

Google Tag Manager

Google Tag Manager

Tag managers

Frequently asked questions

Covenant Wealth Advisors is located in 8001 Franklin Farms Dr, RM 208, US.
You can reach Covenant Wealth Advisors at +17039912000.
Covenant Wealth Advisors was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.
Covenant Wealth Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

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