make confident financial decisions
Bond Wealth Management is different from other financial planning and wealth management firms in a few ways. The most significant of these is that we don't receive third-party commissions based on how we invest your money. Instead, our guidance is driven by your life goals and how they can be achieved via our deep understanding of financial laws and markets. We advise you on your money as if it were our own.
Whether you’re overwhelmed by the infinite number of investment options or you want to be removed from the emotional nature of money management, we want to help. No grand sales pitch, no hawking commission-filled products — just clear, concise education and advice.
Bond Wealth Management is a financial planning and investment management advisor based in Charlottesville, Virginia. We work with clients across the US who want a trusted partner in managing financial milestones and establishing long-term financial security.
Principal // Certified Financial Planner™
Mark has spent his entire professional career in the financial sector, primarily focusing on credit markets in New York City. It was only after managing his own finances and helping friends do the same that Mark realized how time-consuming and confusing it can be to navigate the ever-evolving financial markets and tax laws. This led him to become a Certified Financial Planner™, where he helps clients enjoy their lives today while securing their financial security for the future.
A Virginia native, Mark lives in Charlottesville with his wife, Ashley, and their Labrador retrievers, Coach & Scout. He received a degree in Systems Engineering from the University of Virginia, holds the CFP® designation from the CFP Board, and is recognized by the National Association of Personal Finance Advisors (NAPFA). His insights on financial planning have been featured in the Wall Street Journal , USA Today , and WalletHub.com.