Mark McCarron, CFP® Bond Wealth Management, LLC
- 4400 Ivy Rd, Charlottesville, VA 22903
- (646) 712-2090
About Mark McCarron, CFP®
I started Bond Wealth Management to work with people who, like me, are experiencing significant life events that can disrupt well-intentioned savings and financial plans. Did you just have your first child? Lose a loved one? Get married or divorced? Kids going off to college, or graduating? Move to a new town? Start a business or change careers? Make partner at your firm?
These life events can have instant and lasting effects on our cash flow, liquidity needs, risk appetites, priorities, and goals. An evolving life requires an evolving plan. Too often it seems advisors set up a portfolio, sell a few products, and move on with very little subsequent communication. I focus on partnering with a small number of households who want a long-term partner in managing their finances through changing needs, goals, and desires. I take a qualitative approach to investing, allowing for client goals and needs to dictate the quantitative factors—instead of the other way around.
I received a B.S. in Systems Engineering from the University of Virginia, and I completed my CFP® coursework at the University of Richmond. I reside in Charlottesville, Virginia with my wife and our two labrador retrievers. I am a member of NAPFA and the Fee Only Network, organizations leading the charge toward positive change in the personal finance industry.
- Gen Y/Millennials
- In Transition
Ways Advisor Charges
- Quarterly Fee
- Assets Under Management
- Monthly Planning Fee: $500+/quarter
- Hourly Fee: $250+/hr
- AUM: 1% on up to $1mm