Professional Background of Mark Fonville
An experienced financial advisor serving clients in Williamsburg, Richmond, and virtually across the country, Mark Fonville takes pride in assisting individuals and families age 50 plus transition from work to retirement through finely tuned, highly customized financial planning strategies.
As the President of Covenant Wealth Advisors, he focuses on maintaining a culture of highly motivated and experienced team members, constantly enhancing our client's advisory experience, and delivering custom tailored advice that helps our clients to and through retirement without the stress of money.
Mark's firm provides advice on all facets of retirement income planning including retirement cash flow projections, tax planning, social security benefits analysis, healthcare expense planning including long-term care, investment management, and most importantly, planning for a great lifestyle in retirement.
Prior to joining the firm, Mark 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.
Mark is a trusted resource for the media having been featured in The New York Times, Forbes, Barron's, and Kiplinger Magazine. He is an accomplished public speaker on investment management and strategy and has spoken across the country at events for the Financial Planning Association, New York Life, Commonwealth Financial, Cambridge Investment Research, among others.
Mark Fonville's Education and Memberships
Virginia Tech in 2001 with a BS in Finance
Series 66 license
Virginia Council of CEOs - Member
More About Mark Fonville
Mark and his wife Katherine enjoy spending time with their three children AnneClare, Charlotte, and Hudson. He attends St. Mary's Church in Richmond, VA and enjoys boating and fishing near the Northern Neck of Virginia, exercise, and an occasional glass of wine or micro brew.