© 2018 by Bond Wealth Management, LLC   |   Privacy Policy   |   Firm ADV

BOND WEALTH MANAGEMENT, LLC (“BWM”) is a registered investment adviser offering advisory services in the State of Virginia and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of BWM unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

make confident financial decisions

[

]

SAVING
INVESTING
RETIREMENT
OUR APPROACH

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. 

OUR SERVICES

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. 

MARK McCARRON

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.

mark@bond-wealth.com

 

Charlottesville, Virginia, United States

  • LinkedIn - White Circle