Fonda E. Markley, CFP®, AIF®, CRPS™, MBA

Fonda E. Markley is the Founder and President of Fortis Investment Services, Inc., an independent wealth management firm dedicated to helping individuals, families, retirees, and business owners pursue their financial goals with confidence. With more than a decade of experience in the financial services industry, she is committed to building lasting relationships through personalized advice, thoughtful planning, and exceptional client service.

Fonda specializes in comprehensive financial planning, retirement income planning, investment management, tax-efficient investment strategies, estate planning coordination, business succession planning, and wealth preservation. She believes every client deserves a customized financial strategy built around their unique goals, values, and stage of life.

Prior to founding Fortis Investment Services, Inc., Fonda held positions with several respected financial institutions, including Morgan Stanley, Wells Fargo Advisors Financial Network, and Cetera Wealth Services. Throughout her career, she has guided clients through market cycles, retirement transitions, and major life events by providing objective advice and long-term planning strategies.

Fonda earned her Master of Business Administration (MBA) from Elizabethtown College and holds a Bachelor of Science degree in business administration. She has also earned several respected professional designations, including the Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary® (AIF®), and Chartered Retirement Plans Specialist™ (CRPS®). These credentials reflect her commitment to maintaining the highest standards of ethics, education, and professional excellence.

As the owner of an independent advisory practice, Fonda is passionate about delivering a client-first experience centered on trust, transparency, and education. She believes financial planning is about much more than investments—it’s about helping people create confidence in their future and empowering them to make informed financial decisions throughout every stage of life.

Outside of the office, Fonda enjoys spending time with family and friends, supporting her local community, and continually expanding her knowledge through professional development and leadership opportunities. She believes lifelong learning and meaningful relationships are the foundation of both personal and professional success.

Whether clients are preparing for retirement, growing their wealth, navigating life’s transitions, or creating a legacy for future generations, Fonda is committed to providing knowledgeable guidance and personalized service every step of the way.