Mark Fonville, CFP<sup>&reg;</sup> - Financial Advisor

Mark Fonville, CFP®

CEO and Financial Advisor

Covenant Wealth Advisors

8001 Franklin Farms Drive, RM 208
Richmond, VA 23229
FINANCIAL ADVISOR'S WEBSITE
(804) 729-5265 CONNECT WITH Mark
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General

Mark Fonville is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Covenant Wealth Advisors in Richmond, VA and the surrounding communities.

Financial Advisor Overview

Mark is the President of Covenant Wealth Advisors, an independent fee-only financial planning and wealth management firm with offices in Glen Allen, VA and Williamsburg, VA. Covenant serves over 140 families and has $185 million in assets under management. Mark is a Virginia native. He grew up in Richmond and graduated from Virginia Tech in 2001 with a BS in Finance. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner and holds a series 66 registration. Mark is also a member of Central Virginia's Financial Planning Association. Mark and his wife Katherine, have three children and an adorably mischievous dog, Bennett. He enjoys spending time with his family, visiting the Northern Neck of Virginia, and reading a good book. Mark and Katherine attend St. Mary’s Episcopal church in Richmond, VA He is driven by his desire to help people turn their complicated, disorganized, and often overwhelming financial pictures into goal-based, comprehensive wealth management strategies that they can feel good about. Mark’s commitment to simplifying clients’ financial lives has served as the foundation for helping families.

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Financial Advisor Experience

Mark is a fee-only financial planner and the President of Covenant Wealth Advisors. He has 20 years of experience and specializes in advising individuals and families age 50 plus who have over $1 million in investable assets. Mark is an expert in investment management, financial planning, and retirement income planning. Prior to joining the firm, as a Regional Director and Vice President for Loring Ward, an investment management firm located in San Jose, CA with over $17 billion in assets. There, Mark consulted some of the most experienced financial advisors in the country on investment strategy and practice management. As an expert in his field, Mark is an accomplished public speaker and has been invited to speak at hundreds of companies and organization including the Financial Planning Association, New York Life, Commonwealth Financial, Cambridge Investment Research, among others. He graduated from Virginia Tech in 2001 with a BS in Finance. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner and holds a series 66 registration. Mark is also a member of Central Virginia's Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Virginia
  • Health/disability insurance: Virginia
  • Fixed annuities: Virginia
  • Variable annuities: Virginia

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources