Mark Fonville
CFP®
Covenant Wealth Advisors
Registered Investment Adviser
Mark Fonville
CFP®
Covenant Wealth Advisors
Registered Investment Adviser
As a fee-only financial planner and fiduciary financial advisor, our mission is to provide our clients with financial security and peace of mind through a lifetime of trust, personal relationship, and objective advice. - Mark Fonville, CFP®
Mark is a FEE-ONLY financial planner and fiduciary advisor with offices in Richmond and Williamsburg, VA. He specializes in financial planning and investment management for individuals age 50 plus who are nearing retirement.
Mark Fonville is a fee-only financial planner and fiduciary financial advisor in Richmond and Williamsburg VA. His firm, Covenant Wealth Advisors, is a private wealth management and fee only financial planning firm in Richmond, VA and Williamsburg, VA.
We're not your typical financial advisor.
You'll enjoy a relationship with a comprehensive financial planner who ties your investment plan to your overall life plan. Not only can we provide you with investment management, we can be a valued catalyst to encourage you to plan ahead for the expected and unexpected.
Better questions, deeper relationships, and financial advice that incorporates your life goals are just a few of the reasons successful families choose us as their trusted fiduciary financial advisor.
As a fee-only, fiduciary, and independent financial advisor, Mark Fonville is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Mark is the President of Covenant Wealth Advisors. He has over 17 years of experience and specializes in retirement income planning, financial planning and investment management for individuals and families.
Mark also served as the Regional Director for Loring Ward, an investment management firm located in San Jose, CA with over $17 billion in assets. There, Mark served on the leadership team and provided investment strategy and consulting to some of the most experienced financial advisors in the country.
Additionally, Mark is an accomplished public speaker on investment management and strategy, having spoken across the country at events for the Financial Planning Association, New York Life, Commonwealth Financial, Cambridge Investment Research, among others.
Mark is an active member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Mark graduated from Virginia Tech in 2001 with a BS in Finance. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®)professional and holds a Series 66 license.
Mark Fonville is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee Only Financial Planners with One Focus. You.
Our financial advisors understand that your life is about more than just money. We also know that not having enough money to live comfortably in retirement can be worrisome. If unprepared, experiencing a significant investment loss during a market downturn can derail even the best investment plans.
At Covenant Wealth Advisors, we help you reduce financial stress and increase financial security. We get to know you and build meaningful, long-term relationships so we can help you live a great life. As a result, our financial plans and wealth management advice is personalized to help you accomplish your goals and worry less.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Retirement Income Planning
- Comprehensive Financial Planning
- Tax Planning
- Investment Management
Ideal Clients
- You have $1 million plus in investments or greater than $250,000 in family income
- You are age 50 plus
- You view retirement as a major financial concern
- You believe in having a long-term plan, rather than short-term trading or speculation that may or may not work
- You are family focused
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Mark Fonville is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Mark Fonville is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Mark Fonville is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Mark Fonville
Office Locations:
-
4870 Sadler Rd.
Ste 300
Glen Allen, VA 23060 -
351 McLaws Cir
Ste 1
Williamsburg, VA 23185
