Bond Wealth Management, LLC
Fee-Only financial planner located in Charlottesville, VA, serving clients locally and across the country
Meet Mark McCarron
I started Bond Wealth Management to work with people who, like me, are experiencing significant life events that can disrupt well-intentioned savings and financial plans. Did you just have your first child? Lose a loved one? Get married or divorced? Kids going off to college, or graduating? Move to a new town? Start a business or change careers? Make partner at your firm?
These life events can have instant and lasting effects on our cash flow, liquidity needs, risk appetites, priorities, and goals. An evolving life requires an evolving plan. Too often it seems advisors set up a portfolio, sell a few products, and move on with very little subsequent communication. I focus on partnering with a small number of households who want a long-term partner in managing their finances through changing needs, goals, and desires. I take a qualitative approach to investing, allowing for client goals and needs to dictate the quantitative factors—instead of the other way around.
I received a B.S. in Systems Engineering from the University of Virginia, and I completed my CFP® coursework at the University of Richmond. I reside in Charlottesville, Virginia with my wife and our two labrador retrievers. I am a member of NAPFA and the Fee Only Network, organizations leading the charge toward positive change in the personal finance industry.
Mark McCarron is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
Professional Designations & Affiliations
Mark McCarron is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Mark McCarron
4400 Ivy Rd
Charlottesville, VA 22903