Covenant Wealth Advisors
Mark Fonville, CFP®, serves as the Chief Executive Officer of Covenant Wealth Advisors, a private wealth management firm overseeing approximately $287 million in client assets. With a focus on investment management and financial planning for individuals and families aged 50 and above, Mark specializes in tax mitigation strategies for clients with over $1 million in investable assets. Prior to joining Covenant Wealth Advisors in April 2018, Mark held roles including Regional Director at Loring Ward, where Mark advised financial advisors on improving client services, and co-founder of EZL Software, which developed data analysis software for engineers and scientists. Mark has also contributed to Wachovia Securities as National Sales Team Lead and started their career as a Financial Advisor with American Express Financial Advisors. Mark earned a Bachelor of Science in Finance from Virginia Tech in 2001.
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Covenant Wealth Advisors
Founded in 2010, Covenant Wealth Advisors is an award winning* independent, fee-only wealth management firm and fiduciary financial advisor located in Richmond, Reston, and Williamsburg, VA. We help individuals age 50 plus achieve financial peace of mind leading up to and through retirement. Our wealth management services help individuals enjoy life without the stress of money. As our name implies, we pledge to always put client interests first. Rather than simply sell products, we take the time to personalize strategies around your total financial life. As a fee-only firm, we never charge commissions or accept third-party payments. While experience and technology drives our work, we're driven by real relationships and transparent communication. A culture of learning, teamwork, and dedication to always doing what's right for our clients drives Covenant's people. Disclosure: Covenant Wealth Advisors is a registered investment adviser. Registration of an investment advisor does not imply a certain level of skill or training. This platform is solely for informational purposes and should not be considered advice. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information, misinformation, or grammatical errors may be edited or deleted. Investments involve risk and there is no guarantee that investments will appreciate. Past performance is not indicative of future results.