Mark McCarron (CFP®)

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

  • College/Education Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

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

Additional Information

Bond Wealth Management is a financial planning and investment management firm based in Charlottesville, Virginia. 

Bond is fee-only, which means we don’t receive commissions and don't get paid to sell you products you may not need. Instead, our mission is to help our clients reach their financial and retirement planning goals by offering comprehensive advice that is fairly priced and without conflicts of interest. We customize our advice to each client, providing them with recommendations and implementation in line with their needs, desires, and principles.

NAPFA Start Date

December 13, 2017


This Office

____ Charlottesville, VA 22903-7134 Phone: _____