There are 300,000+ financial advisors in the United States. That makes it hard to find a financial advisor whom you can trust.
To help solve that problem, Forbes has announced it's annual list of Best-In-State Wealth Advisors for 2022 and Mark Fonville of Covenant Wealth Advisors was awarded a spot on the list.
Mark Fonville, CFP® was identified as a top wealth advisor based upon a robust selection process.
Forbes collaborated with SHOOK Research to choose each advisor based on a selection process which included an "algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management."
Each year, Forbes creates a list of top financial advisors that strives to identify advisors on characteristics that go beyond simply "robo-ranking". According to Forbes, they seek "advisors that are leading the way in offering best practices and providing high-quality experience for clients."
Disclosures:
Covenant Wealth Advisors is a registered investment advisor with offices in Richmond and Williamsburg, VA. 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. No advice may be rendered by Covenant Wealth Advisors unless a client service agreement is in place.
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SHOOK does not receive compensation in exchange for its Top Advisor placements or rankings, which are determined independently (see methodology). Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results