Forbes Selects Mark Fonville, CFP® as a Best-in-State Wealth Advisor for 2025
Updated: Jan 21
We are thrilled to announce that Mark Fonville, CFP®, CEO and Financial Advisor at Covenant Wealth Advisors, has been recognized by Forbes as one of the 2025 Best-In-State Wealth Advisors for Virginia.
Mark secured a spot on the list for the state of Virginia – South region, underscoring his commitment to delivering exceptional financial guidance and personalized service to his clients. This is the second time that Mark has been recognized by Forbes.
This prestigious accolade, developed by Forbes in partnership with SHOOK Research, evaluates advisors based on a rigorous methodology that includes qualitative and quantitative factors such as industry experience, assets under management, client retention, and compliance records. Importantly, investment performance is not a criterion, ensuring that the focus remains on advisors who prioritize client interests and uphold the highest standards of integrity and professionalism.
Mark's dedication to his clients and his unwavering commitment to fiduciary principles have been the cornerstone of his success. As a CERTIFIED FINANCIAL PLANNER™ professional, he has consistently demonstrated a deep understanding of the complexities of financial planning, helping individuals navigate their financial journeys with confidence and clarity.
At Covenant Wealth Advisors, we are proud to have Mark leading our team. His recognition by Forbes is not only a testament to his individual excellence but also reflects our collective mission to provide comprehensive, client-focused wealth management services.
For more information about Mark Fonville and Covenant Wealth Advisors, please visit our website.
About the author:
Senior Financial Advisor and Vice President
Matt is a Senior Financial Advisor with Covenant Wealth Advisors and a CERTIFIED FINANCIAL PLANNER™ practitioner. He has over 20 years of experience in the financial services industry in the areas of financial planning for retirement, tax planning, and investment management.
Disclosures: Covenant Wealth Advisors is a registered investment advisor with offices in Richmond, Reston, and Williamsburg, VA. Registration of an investment advisor does not imply a certain level of skill or training. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. The views and opinions expressed in this content are as of the date of the posting, are subject to change based on market and other conditions. This content contains certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Please note that nothing in this content should be construed as an offer to sell or the solicitation of an offer to purchase an interest in any security or separate account. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax, or legal advice. If you would like accounting, tax, or legal advice, you should consult with your own accountants or attorneys regarding your individual circumstances and needs. This article was written and edited by a CERTIFIED FINANCIAL PLANNER™ professional with the assistance of AI. No advice may be rendered by Covenant Wealth Advisors unless a client service agreement is in place. Hypothetical examples are fictitious and are only used to illustrate a specific point of view. Diversification does not guarantee against risk of loss. While this guide attempts to be as comprehensive as possible but no article can cover all aspects of retirement planning. Be sure to consult an advisor for comprehensive advice. CWA was nominated for the Forbes Best-In-State Wealth Advisor 2025 ranking for Virginia in April of 2025. Forbes Best-In-State Wealth Advisor full ranking disclosure. Read more about Forbes ranking and methodology here.
