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Mark Fonville (CFP®)

Mark Fonville focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Additional Information

Mark Fonville is a CERTIFIED FINANCIAL PLANNER™ and the President of Covenant Wealth Advisors. Over the past 17 years he has served the financial planning and investment management needs of successful individuals and families while developing strategic solutions based on current research and driven by client goals.

Prior to joining Covenant Wealth Advisors, Mark served as a Regional Director for Loring Ward located in San Jose, CA, an investment management firm he helped grow from $4 billion to over $17 billion in assets. Mark also served on the leadership team and provided investment strategy and consulting.

Mark is an accomplished public speaker, having spoken across the country at events for the Financial Planning Association (FPA), the American Institute of Certified Public Accountants (AICPA), New York Life, and Commonwealth Financial.

Mark is an active member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Mark lives in Richmond, Va with his wife, Katherine Fonville, and 3 children. He graduated from Virginia Tech in 2001 with a BS in Finance. He currently advises clients in Richmond, Williamsburg, and across the country.

NAPFA Start Date

August 24, 2018

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

8001 Franklin Farms Drive RM 208 Richmond, VA 23229 Phone: +1 (804) 729-5265
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