WHAT WE DO
Families often stress about money; especially when nearing retirement. We provide fee-only financial planning advice and wealth management that families trust to maintain financial security.
Reduce Your Retirement Anxiety
The markets can be unpredictable – but your financial planning doesn’t have to be.
Making small changes today can have a big impact on enjoying a successful retirement and accomplishing your life goals.
As your financial planner in Richmond, Va, we’ll help you design a personalized financial plan so you can enjoy life before and during retirement without worrying about your money.
Gain Control Over Your Investments
How you invest matters.
While nobody can predict the stock market, our investment philosophy can help you protect your wealth without taking unnecessary risks.
As your financial advisor in Richmond, Va, we provide a wealth management strategy to help you conservatively grow your money long-term while gaining greater control over your investment risk during market downturns.
Increase Your Financial Advisor to Client Ratio
Did you know that the average financial advisor and financial planner has over 150 clients?
We’re different because we limit our advice to 50 families per financial advisor.
As a result, you’ll receive the communication and attention you deserve from an independent financial advisor in Richmond, Va whom you can trust.
The Fonville Wealth Management Difference
Fonville Wealth Management is a fully independent registered investment advisor with offices in Richmond, Va and Glen Allen, Va.
As a financial advisor and financial planner in Richmond, Va, we provide objective fee-only financial planning, wealth management, and retirement income planning advice to individuals and families who are within 10 years of retirement.
Our simple and elegant wealth management process helps you protect, conservatively grow, and utilize your wealth so you can enjoy life without worrying about your money.
As a registered investment advisor, we act as a fiduciary financial advisor. This means we have a legal responsibility to provide investment advice that serves your interests before our own. This is different than other financial advisors in Richmond, Va who are not held to the fiduciary standard. Many financial advisors and financial adviors are held to a lesser standard of care called the suitability standard.
As an independent financial advisor in Richmond, Va, we are not affiliated or controlled by traditional “Wall Street” firms. This is different than other types of financial advisors and financial planners because we are not constrained to specific services or products. We only recommend what is in your best interest.
As a fee only financial planner, our fees are straightforward and easy to understand. We do not accept commissions from outside product companies or third-parties.This reduces conflicts of interest and better aligns our interests with your interests.This is different than other financial advisors who may receive commissions for the products they sell.
We look forward to earning your trust and having the opportunity to become your independent financial advisor, financial planner, and wealth management firm in Richmond, Va and Glen Allen, Va.