OBJECTIVE INVESTMENT ADVICE 

The financial advisor for successful families in Richmond, Va.

WHY WE'RE DIFFERENT

Individuals & Families

Are we a good fit for you? Learn about the families who work with us.

 

Learn What to Expect

Expectations are everything. Learn what to expect when you meet with us.

 

Get a Second Opinion

Gain peace of mind with our second opinion service. It’s Free!

 


What can Fonville Wealth Management do for you? 

SIMPLIFY YOUR FINANCIAL LIFE

How did our financial lives become so complicated? If your finances are taking a back seat to the rest of your life, we can help. We act as your financial work horse accomplishing the tasks you don’t have time to complete. We can free up your time and simplify your financial life.

MAKE SMARTER CHOICES WITH YOUR MONEY

Do you know if you own the right investments? From growing your portfolios to managing risk to decreasing taxes, a well thought out investment plan can be daunting. We have a team of experts to help you make smarter, faster decisions while making the experience fun and insightful.

ACCOMPLISH YOUR GOALS FASTER

There is something about having a plan in place that can help build your confidence and offer you financial peace of mind. We can help you identify your goals and design a game plan to help you accomplish them. We act as your financial advocate in every area for which we are allowed to take part, working together, as a team.

GET YOUR OWN PERSONAL CFO

Are you overwhelmed by the choices and complexity of your finances? Having your own Personal CFO means having an expert in your court working as your financial advocate all the time. Free your mind by delegating the worry, the choices, and the strategy to us. We are experts at it!

FONVILLE WEALTH MANAGEMENT

Headquartered in Richmond, Va, our firm is a fee only, independent wealth management firm that offers sophisticated investment management and retirement planning solutions to its clients. The firm began in 2010 and is one of only a handful of fee only investment firms throughout the nation. Our firm is committed to integrity, innovative thinking, and active communication.

Our mission is to help families simplify and enhance their financial life through a lifetime of advice, trust, and personal relationship. We look forward to earning your trust and the opportunity to be your financial advisor in Richmond, Va.

 

Media & Affiliations

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