Mark Fonville
President and CEO at Covenant Wealth Advisors
- Role
- Chief Executive Officer at Covenant Wealth Advisors
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
About Mark Fonville
I\'m honored to serve as the president and CEO of Covenant Wealth Advisors, a private…
Experience
Chief Executive Officer
Apr 2018 — Present · Richmond, VA, US
Mark Fonville, CFP® is the CEO of Covenant Wealth Advisors, a private wealth management firm located in Richmond, Virginia and Williamsburg, Virginia that overseas approximately $287 million of client assets as of 12/31/2021.Mark specializes in investment management and financial planning and tax mitigation strategies for individuals and families age 50 plus who have over $1 million in investable assets and who view retirement as a major financial concern. Mark is a trusted resource for the media having been featured in The New York Times, Forbes, Barron\'s, and Kiplinger Magazine, and others. Additionally, Mark is an accomplished public speaker on investment strategy having spoken at events for the Financial Planning Association, New York Life, Commonwealth Financial, Cambridge Investment Research, amongst others. He also served on Loring Ward’s leadership team.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.Specialties: Investment Management, Financial Planning, CFP®, Tax Planning, Retirement Planning.
Education
Virginia Tech
BS
1996 — 2001
Skills
- Financial Planning
- Investment Advisory
- Retirement Planning
- Investment Strategies
- Investment Management
- Financial Advisory
- Etfs
- Equities
- Consulting
- Fixed Income
- Estate Planning
- Securities
- Portfolio Management
- Asset Allocation
- Investments
- Certified Financial Planner
- Wealth Management
- Mutual Funds
- Retirement
- Asset Management
- Finance
- Series 7
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