Professional Background of Mark Fonville

Mark Fonville is the CEO of Covenant Wealth Advisors, a top fee-only financial advisory firm with offices in Richmond and Williamsburg, VA. Mark is a Forbes top advisor with more than 20 years of industry leadership and ranked to Forbes Best-In-State Wealth Advisors list in 2022. 

Mark is a trusted resource for the media having been featured in The New York Times, ForbesBarron'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.

 

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 Fonville takes pride in assisting individuals and families age 50 plus transition from work to retirement through finely tuned, highly customized financial planning strategies

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 Fonville's  Awards, Education and Memberships

 

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. 

Wealth management williamsbug va image 2
Wealth management williamsbug va image 4
Wealth management williamsbug va image 3
Mature Couple Taking Golden Retriever For Walk.jpg

ARE YOU LOOKING FOR INDEPENDENT ADVICE?
IS COVENANT RIGHT FOR ME?

arrow&v