Covenant Wealth Advisors

Katherine Fonville is a financial advisor at Covenant Wealth Advisors in Richmond, VA, with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been leading Fonville Wealth Management LLC since 2010. Covenant Wealth Advisors is a fee-only firm serving individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based investment approach with primarily passive funds and third-party portfolio management to deliver comprehensive wealth management and financial planning services.

Adam Smith is a CFP® with six years of industry experience, currently serving as a financial advisor at Covenant Wealth Advisors. He previously worked at Acorn Financial Advisory Services, Inc., Acorn Financial Services, and Glassman Wealth Services. Covenant Wealth Advisors provides fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm employs a Modern Portfolio Theory-based approach using primarily passively managed mutual funds and ETFs, supported by third-party portfolio implementation and management services.

Rosana Nguyen is a financial advisor at Covenant Wealth Advisors in Richmond, VA, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Philip Morris USA and Altria Client Services LLC. Covenant Wealth Advisors provides fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based approach with passive mutual funds and ETFs, employing third-party platforms and tools to align portfolios with client goals and tax considerations.

Mark Fonville is a CFP® and holds a Series 66 license, with 23 years of experience in the financial services industry. He has worked at Fonville Wealth Management, LLC since 2018 and previously spent 11 years at Lwi Financial Inc. and Loring Ward Securities Inc. He is based in Richmond, VA and is part of a nine-advisor team at Covenant Wealth Advisors. Covenant Wealth Advisors provides fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based approach, primarily implementing asset allocation with passive mutual funds and ETFs, and offers both discretionary and non-discretionary client arrangements.

Anthony Castaldi is a financial advisor at Covenant Wealth Advisors in Richmond, VA, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Advisor Partners II, LLC and Acorn Financial Advisory Services, Inc. He has worked in financial advisory roles since 2016. Covenant Wealth Advisors provides fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm employs a Modern Portfolio Theory-based approach, primarily using passively managed mutual funds and ETFs, and offers both discretionary and non-discretionary client arrangements.

Aidan Banner is a financial advisor at Covenant Wealth Advisors in Richmond, VA, holding a Series 65 designation with one year of industry experience. He previously worked at Boyd Watterson Asset Management and has experience in the restaurant industry. Covenant Wealth Advisors provides fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm employs a Modern Portfolio Theory-based approach using primarily passively managed mutual funds and ETFs, with portfolio implementation and management supported by a third-party platform.

Cameron Malekuti is a financial advisor at Covenant Wealth Advisors in Richmond, VA, holding a Series 65 designation with one year of industry experience. Prior to joining Covenant Wealth Advisors, he worked at Halo Capital Management, Carson Wealth, and Cassaday & Co., and spent nine years in full-time education. Covenant Wealth Advisors is a fee-only firm serving individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based investment approach with primarily passive mutual funds and ETFs, implements portfolios through a third-party platform with Buckingham, and offers both discretionary and non-discretionary services.

Walter Hurt is a CFP® professional with 21 years of industry experience. He has been with Covenant Wealth Advisors since 2020 and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Walter holds Series 65 and Series 66 licenses. Covenant Wealth Advisors provides fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm employs a Modern Portfolio Theory-based investment approach using primarily passively managed mutual funds and ETFs, and offers both discretionary and non-discretionary client arrangements.

Andrew Casteel is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Covenant Wealth Advisors since 2025 and previously spent six years at Acorn Financial Advisory Services, Inc. and four years at WS Wealth Management. Casteel is also the owner of Acel Advisors, LLC, a bookkeeping entity that is not held out to the public and generates no revenue. Covenant Wealth Advisors is a fee-only firm serving individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based investment approach, primarily employing passively managed mutual funds and ETFs, and offers comprehensive wealth management or standalone planning tailored to client objectives and risk tolerance.

Megan Waters is a CFP® with 17 years of industry experience, currently serving at Covenant Wealth Advisors in Richmond, VA. She has worked at Covenant Wealth Advisors since 2021 and previously spent six years at UBS Financial Services. Covenant Wealth Advisors provides fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based approach with primarily passive mutual funds and ETFs, offering both discretionary and non-discretionary management tailored to client objectives and risk tolerance.

Matthew Brennan is a CFP® professional with 21 years of experience in financial advising. He is currently with Covenant Wealth Advisors and previously worked at Acorn Financial Services, Inc., The Strategic Financial Alliance, Inc., and Acorn Financial Advisory Services, Inc. Outside of his advisory role, he manages maintenance and repairs for a rental property. Covenant Wealth Advisors offers fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm employs a Modern Portfolio Theory-based approach using primarily passively managed mutual funds and ETFs, coordinating with third-party managers and employing tools such as Monte Carlo analysis to align portfolios with client goals.