Key Questions You Need to Answer for a Secure Retirement
Avoid catastrophic retirement mistakes by answering these crucial questions.
CLARIFY & ACHIEVE YOUR GOALS
As your financial advisor in Richmond, Va we take a comprehensive approach to advice. You’ll receive valuable insights on everything from retirement to investing to cash flow to estate planning and everything in between.
GET OBJECTIVE INVESTMENT ADVICE
Did you know many financial advisors aren’t required to put your interests ahead of their own? As a registered investment advisor, you’ll love that fact that we are legally required to put your interests ahead of our own, always.
GAIN FINANCIAL SECURITY AND PEACE OF MIND
Did you know research shows that having a plan and working with a financial advisor can boost your confidence? We’ll act as your financial pilot constantly keeping you on track regardless of hurdles ahead.
IMPROVE YOUR ADVISOR TO CLIENT RATIO
Many financial advisors in Richmond, Va have hundreds or even thousands of clients which means they may spend less than a day a year helping you. We limit our client base to no more than 25 families per financial advisor. This allows us to provide the highest service standard possible.
Fonville Wealth Management is an independent, fee-only financial planner and financial advisor in Richmond, Va.
We specialize in comprehensive financial planning, retirement planning, and investment management.
Our strategies and advice are specifically tailored to helping successful families who are within 10 years of retirement and who typically have over $1 million in investable assets.
As a fee-only financial planner, we never receive commissions or 3rd party payments from product companies. We are only paid by our clients for the advice we provide. This reduces conflicts of interest. As a fiduciary, we are required by law to put your interests ahead of our own all of the time.