-
November 2023 by Pam Jones
Covenant Wealth Advisors has taken the worry and stress off retirement planning. My husband had done a great job of managing resources. But there came a time when he began looking to the future and became concerned for what out financial health would be after retirement. That's when he turned to Covenant Wealth. After a few meetings with Mark Fonville to review where we wanted to be, he introduced us to Scott Hurt. We felt confident in the financial profile Scott presented and his recommendations. I lost my husband within months of a metastic cancer diagnosis. If he hadn't had the foresight to bring an expert into our lives I would have been overwhelmed and lost. Scott has helped me with every step of working with multiple entities and third party management companies to resolve hurdles that arose in receiving my benefits. My husband did everything he could to leave me financially secure. The best thing he did was build this awesome relationship with Covenant Wealth.
-
November 2023 by Robert Gabriel
Covenant feels like a family to me. They're very knowledgeable about financial plans and every move they make is calculated to fit my lifetime goals.
-
October 2023 by Jenifer Paras
We highly recommend Covenant Wealth Advisors for financial planning. We recently started working with their team to help us invest and plan for upcoming expenses, such as college, retirement, and elder care. We really like working with Megan, our financial advisor, who has taken time to get to know us. She thoroughly reviews our information before each meeting and creates options to help us think through various courses of action. Her recommendations have already helped us see how various choices/investments we make now can have financial implications down the road. It's exactly that kind of expert advice that we were hoping for when engaging with a financial planner. Above all, we appreciate the clear communication we receive at all times from Covenant. There is no mystery to what they are doing, nor is there any hesitation to spend time over email or Zoom calls to answer our questions in detail.
-
December 2022 by Gary Wilson
Solid Professional Financial Services responsive to our financial needs!
-
December 2022 by Alex Ray
Mark and his team have been wonderful to deal with. They listen, ask pertinent questions to help identify priorities, and provide clear recommendations. The depth of their experience is obvious. I come away from every meeting with a sense of direction and understanding. I can’t say enough positive things about Covenant Wealth Advisors.
-
December 2022 by Kurt Gabriel
The team at Covenant feels more like a family than wealth advisors. They’re very caring and in tune with the personal goings-on in my life, as well as very knowledgeable and experienced about investing. I couldn’t be happier with them.
-
December 2022 by Marianne Whisler
My husband and I have found Covenant Wealth Advisors to be a great source of financial advise and expertise. We have found everyone to be helpful, especiallyScott.
-
December 2021 by Rob Topping
Wonderful, bright and professional advisors. Very knowledgeable and client focused.
-
December 2021 by Natalie Johnson
We have been clients of Covenant Wealth Advisors for 18 years. We have been very satisfied with our relationship with the CWA team. They have helped us plan for our children’s educations, tax planning and our retirement goals. The team at Covenant has always been quick to respond and we feel they keep our needs and goals a top priority. The range of services and customer service is top shelf. Very reliable and trustworthy firm.
-
December 2021 by Jack Catton
I have entrusted Covenant Wealth Advisors with managing my family's entire investment portfolio. I find them to be extremely trustworthy, knowledgeable and conscientious regarding my family's financial security.
-
December 2021 by Dan Bice
We have found CWA's advice and service over the years to be most helpful and beneficial. It has our total endorsement.
-
December 2019 by Mark Button
Mark, Katherine and the entire team at Covenant Wealth Advisors have helped me and my family wade through multiple complex financial situations with their truly unique combination of knowledge, compassion and professionalism. They get to know and care about families they work with unlike any other group in the industry. From helping with a special needs trust to rolling over retirement accounts to simply explaining how investment decisions are made, the Covenant team makes sure we know exactly what's going on and why. Always easy to contact with questions, they also proactively address the ever-changing financial climate with email updates and explanations understandable to those (like my family!) with limited experience in this often confusing and sometimes intimidating realm. Covenant's greatest strength, and what makes their work with and interest in clients so sincere, is their undeniable passion for what they do. They genuinely care for people and want to help each individual they work with achieve or exceed their long-term financial goals. In addition, there's clearly an innate passion for investing at Covenant and it's evident in their efforts to educate themselves and others on the myriad factors that affect wealth management. That not only means understanding markets, trends, etc., but really knowing the person behind the account. I hesitate to call myself I client because it feels much more like a partnership where our goals are one and the same. I have and will continue to recommend CWA to anyone that wants passionate, realistic, and honest help with, frankly, one of the most important aspects of today's life. Thank you Mark, Katherine and everyone else at CWA - you guys really are the best at what you do!
-
December 2019 by Casey Cash
I've generally managed my finances without outside help. Approaching retirement, I thought it might be worthwhile to have a professional review my investments and plan. I liked that Mark offered a fee only option. After an initial phone conversation, we decided to proceed to a meeting, where we discussed what our goals would be and also any specific questions I might have. At the end of the process we met again where I was given a detailed financial plan, answers to my specific questions, and an opportunity to as more questions. And maybe most importantly, a list of action items, actions it was recommended that I take. Throughout I found Mark to be enjoyable to work with, professional, informed, and a good listener. Overall, I couldn't be more pleased with the results, and can recommend Covenant Wealth Advisors without reservation.
