Mark Fonville, CFP®

Professional Background of Mark Fonville

 

An experienced financial advisor serving clients in Williamsburg, Richmond, and virtually across the United States, Mark takes pride in assisting individuals and families aged 50 plus transition from work to retirement through finely tuned, highly customized financial planning strategies. 

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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. 

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Mark's firm provides advice on all facets of retirement income planning including personalized investment management, retirement cash flow projections, tax planning, social security benefits analysis, healthcare expense planning including long-term care, 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.