COVENANT Reston VA TEAM

Their kind, swift, comprehensive and clear guidance sets the bar for exceeding expectations in client service!

They are intent on understanding our financial goals and wishes.  Tailoring proposals, they provide
personalized Guidance.  They lay out excellent options and make it clear that the choices are ours.
Comparison with another financial advising company by splitting an account.

In fact, we elected to split part of our portfolio between a (now former) financial advising organization and Covenant, for comparison’s sake.  The results led us to move our full portfolio to this Covenant team.  Happily, the growth of our wealth has exceeded expectations, no matter the ups and downs of the market.

Another key factor of our decision to entrust our portfolio to Covenant, is the “Peace of Mind” we gain knowing that Adam and Matt will guide our children when the time comes.  Matt and Adam show up every single time as personally invested and engaged in our in-person meetings.  They remember our family, their names and latest news.  They inquire thoughtfully and truly make us feel like family.  In fact, we were delighted to learn we could retain the partnership with Covenant, when we moved across the country.

We appreciate the expert and extensive “network” that Matt and Adam have built.  They invariably share contacts with us when we need additional professional guidance.  These have included an attorney for our family Trust, and a mortgage broker and Medicare specialist who were familiar with the intricacies of the policies of state we moved to.

Patient with and respectful of all inquiries – Matt and Adam often remind us that “there is no such thing as a dumb question”.  With great intention, they take the time to ensure they answer our questions and to clarify complex situations.  Their white board drawings are terrific!

Proactive, the team takes the initiative to reach out to us when circumstances warrant and provide committed timely follow-up.

Matt and Adam have been invaluable in helping me and my sister, as Trustees for my Mother’s Estate, to ensure the beneficiaries are confident that the disbursements are handled fairly, and that all T’s are crossed, and I’s are dotted.

The whole team works together to simplify what seem to be complicated processes, engendering confidence and making it feel smooth and easy!

There are multiple examples for which we appreciate the dedication of each team member, to a person, for taking time at the end of your workday and work week to respond to our last-minute inquiries!

Of course.  It would be OUR pleasure to continue to refer friends to meet with you.  We rave about and praise your Covenant team all the time.  Friends and family remember our excitement about working with you and reach back to get your contact info, some of whom have become your happy clients.

Marleigh

As the “front face” of the Reston VA Covenant Team, she always responds to emails and phone calls with a cheerful and ever-patient spirit.  It is noticed and it makes a difference!

Without hesitation, she jumps to action and resolves issues with productive and positive responses.

My co-trustee and I both recognize how consistently prompt and helpful her responses are.									

										We can’t say enough positive things about this organization. We work with Adam Smith and Matt Brennan and they are tremendous. First and foremost we trust their judgment, and second, we trust that they are focused on our interests. Also, they are accessible. We meet with them quarterly and always take away a great confidence in how they are managing our fiscal resources. Additionally, between these meetings, they field calls and emails, and are always responsive. Our only regret is that we wish we started working with them 30 years ago.									

										Highly relational service and much integrity. We have been long term clients and well served over many years.									

										The professionalism, experience, and care from Adam and Matt is unmatched by any other financial advisors. Years ago we interviewed several different companies and chose to work with them. We have never looked back. They have gone above and beyond our expectations.									

										I've been working with my team for over two decades starting with establishment of long term care and migrating into full blown wealth management (retirement investments, estate planning, etc.). They have been forward leaning and especially helpful as we transitioned from full time work to full time retirement. Frequent check ins keeps everyone aligned in the ever changing environment. Highly recommend Covenant Wealth Advisors, especially my CWA team!									

										Our Advisor - Scott Hurt -  has been a great help to us.  When we retired two years ago,  Scott helped us leave the 401K account from employment and lead us step by step to understand how to make this important transition.  He is easy to reach when needed.  We have been very comfortable with Fidelity/Scott managing our savings									

										I enjoy coming here to meet with my Financial
Advisor Adam who has been a trusted source of information, advice, options available to me and always wants to hear what I think. The spacious meeting room and privacy are prized by me.
I never feel pressured to make decisions rashly, and this is due to there being ample time to change direction. The focus on my opinion means a lot to me, makes me feel I can trust Adam and others in the office including Matt and Marleigh. I have been coming here for over a decade. I like that familiar and warm feeling  of satisfaction with the service I receive consistently.  I recommend highly Covenant Wealth Advisors of Reston if you are seeking a trustworthy and very reasonable Financial Advisor.									

										The team at CWA is first rate. Always professional, deeply knowledgeable and focused on delivering exceptional customer service. Scott is a gem.									

										I just can't say enough positives about this firm.  They not only protect your wealth, but they go over and above in helping your family's financial well-being and asset protection.  This is a 24/7 response firm - a very unusual business in today's world!									

										Mark and Rosanna have provided outstanding service.  My husband and I could not be more pleased with how they have managed our investments.  Covenant Wealth Advisors is a company that truly cares about its clients.  Communication is excellent with regular meetings to keep us informed and always timely responses to any questions we may have.   If you are looking for knowledgeable, thoughtful expert financial advisors look no further than Covenant Wealth Advisors !									

										Sherry and I just completed one of our routine financial status review meetings with Scott Hurt. In usual fashion, Scott mixes in a personal flare with professionally presented information. The result is that we are confident in our plan and our financial future. We are grateful for the help we receive from the Covenant Team.									

										We’ve been working with their Reston team—Matt, Adam, and Marleigh—and it’s been a great experience. They’re well-informed, insightful, and incredibly easy to talk to. Using a robust mix of analytical tools and visual aids, they clearly present options, trade-offs, and implications. Their guidance has consistently helped us make confident, well-informed decisions.									

										We are extremely thankful that Covenant Wealth Advisors helped our parents set up a family Trust fund. 
I am so grateful for the responsive communications, explanations and guidance everyone at Covenant Wealth Advisors have given me. Adam, Matt and Marleigh have provided very personable and stress-free advice. They are great listeners. I have a sincere appreciation for all of their assistance and understanding, and i recommend Covenant Wealth Advisors for being honest, reliable, and so very knowledgeable.
Thank you so very much.									

										The people at CWA are trustworthy and great to work with. I look forward to continuing my business with them.									

										We’ve had an excellent experience with Covenant Wealth Advisors over more than a decade. From the beginning, Katherine has been extremely helpful in simplifying what can often feel like an overwhelming financial landscape. Their team is professional, knowledgeable, and always takes the time to explain things in plain language with clear actions.

What stands out most is their commitment to being transparent and acting as true fiduciaries. We never feel like we’re being sold something — instead, we feel like our best interests are always the priority. They’ve provided thoughtful guidance on Social Security, retirement planning, insurance options and investment strategy, which has given us real peace of mind..

Overall, we highly recommend Covenant Wealth Advisors to anyone looking for a trustworthy partner to guide them through retirement planning and managing their finances.									

										Mark Fonville and Covenant have been excellent.  They are very astute to financial issues and the machinations of our economy.  I have complete confidence in their organization.									

										Covenant has been great.  It has been easy to work with Mark Fonville and his staff on our investments and financial management.  They thoroughly go through all our options and discuss our investments, tax planning and our overall strategy.									

										Trust is hard to come by, and the advisors at Covenant have earned 100% of mine									

										We’ve had the pleasure of working with Covenant Wealth Advisors for several years now, and we couldn’t be more satisfied. The financial expertise of our advisor, Scott Hurt, is extensive and highly valuable. He's always taken the time to explain complex concepts in a way that's easy to understand, and his tips for saving money on taxes have been invaluable.
Since becoming clients, he has helped us create a retirement plan that we feel confident will secure our future. Scott is always responsive to our questions, no matter how small, and he never makes us feel like we’re bothering him. We highly recommend his services to anyone looking for a knowledgeable and approachable financial advisor.									

										I've been Matt's client for nearly fifteen years. He and his team are knowledgable, experienced, and singularly focussed on client success. I highly recommend this team to anyone seeking a secure financial future.									

										Covenant Wealth Advisors has been wonderful to help us plan for the future and retirement.  They are excellent at what they do and obviously care about you as a person.  I highly recommend them.									

										My husband and I had not worked with professional advisors until earlier this year when Covenant was recommended to us for retirement strategy consultation. We are so pleased with Matt, Adam, and Marleigh and grateful for their wisdom and infinite patience. We sleep easier knowing we have experts watching over us!									

										Earlier this year, I began trusting Matt and Adam with my financial future and I have nothing but positive accolades to share. They exude honesty and integrity. They have deep market knowledge and significant experience in various economic cycles. No question is too ‘dumb’ and they take the time to make sure you are comfortable with and understand the plan. They treat you like family. Meg R									

										Working with the Reston team you'll see that they deliver on all of the expectation that their clients value in their approach to financial planning.  I highly recommend Covenant Wealth Advisors if you are looking for a high quality firm for your financial planning.									

										I've been a client of this firm's leadership for about 20 years and can wholeheartedly recommend them for their professionalism, knowledge of the market, and time/attention they give to each of their clients.  In addition to them being proactive through portfolio updates and management, they are always responsive to any questions (however 'dumb' the questions may be) I have had always leave me feeling secure about my family's financial future.									

										I just love these folks!  They are a "wealth" of knowledge and have a strong desire to help you to live your life to the fullest with what you've worked and saved for all your life.  They're always available to answer any questions and address any problem(s) you may encounter.  Can't say enough good stuff about them.  Joyce B									

										Wonderful team of advisors. I work specifically with Matt, who is smart, patient, thoughtful, and generous with his attention to detail about what is the best approach for your investments.									

										I have been with Matt and the team for almost 20 years. I trust them with all my financial decisions and asset management. They go above and beyond to care for your family and help you achieve your goals. I have made countless referrals to this team and trust them 100%. It is great to have solid counsel on all the major milestones and decision points life and your career can throw your way.									

										Covenant Wealth Advisors are the best at managing and assisting in any and all financial matters. I have been a client for the staff for 6 years.They handled the eatates of both my deceased parents. I am grateful they were the advisors referred to me by a neighbor in my home town.

They put a personal touch on everything they do. My advisor feels like part of the family after all these years and they have gone above and beyond in helping my family get through some difficult times. They have the financial knowledge backed by historical data coupled with legal expertise. On top of the estate assistance, they have helped me with other financial matters such as my 401k, HSA, and investment property. I would not hesitate to recommend them to anyone and have with my friends, coworkers, and family.									

										Love working with my team in the Reston office. The expertise, education and transparency they provide has given me all the peace of mind I could want with my finances. Highly recommend.									

										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.									

										Sherry and I just completed one of our routine financial status review meetings with Scott Hurt. In usual fashion, Scott mixes in a personal flare with professionally presented information. The result is that we are confident in our plan and our financial future. We are grateful for the help we receive from the Covenant Team.									

										The Richmond office is easy to get to with plenty of parking.  The office space is nicely furnished, but I now use Zoom services several times a year.  I not only enjoy the professional expertise of all those I work with; I really enjoy the personal relationship I have developed over the 18 years that CWA has been advising me--through widowhood, college education, and pre-retirement planning.  Scott Hurt continues to advise me in my retirement years, always looking to make sure my present needs are met--and projecting future needs and how to address them when the time comes.  I look forward to continuing this relationship, as does the rest of my family who each have their financial accounts here.									

										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 .									

										Extremely knowledgeable and very personable in their approach.  It is refreshing to work with people that care about you personally as well as professionally.									

										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.									

										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.									

										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.									

										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, especially
Scott.									

										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!									

										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.									

										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.									

										Solid Professional Financial Services responsive to our financial needs!									

										We have found CWA's advice and service over the years to be most helpful and beneficial. It has our total endorsement.									

										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.									

										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.									

										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.									

										Wonderful, bright and professional advisors.  Very knowledgeable and client focused.									

										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.									

										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.