TRANSPARENT & OBJECTIVE ADVICE 

Investments | Financial Planning |Retirement

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INDIVIDUALS & FAMILIES

Learn about the families who work with us in Richmond, Va.

 

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DISCOVER THE DIFFERENCE

We are different from over 95% of financial advisors.

 

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GET A SECOND OPINION

Gain peace of mind with a free second opinion on your situation.

 

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What can Fonville Wealth Management do for you? 

GET OBJECTIVE ADVICE & A RELATIONSHIP

Do you want a relationship with the same advisor for the rest of your life? Most of our clients do. Money is personal which is why we build deep relationships with you and your family. Getting to know you on a personal level allows us to create better strategies for you as your life changes.

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 advocate to help you simplify your financial life, free up your time, and make your money work smarter.

GAIN FINANCIAL PEACE OF MIND

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 Personal CFOTM in every area for which we are allowed to take part, working together, as a team.

REDUCE YOUR RETIREMENT ANXIETY

If you have retirement anxiety, studies show that working with a financial advisor can help you increase your savings, decrease your retirement anxiety and improve your financial confidence. We can help you design a retirement plan to gain financial clarity and confidence.

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About Us

We are an independent, fee only financial advisor and financial planner in Richmond, VA. We help successful individuals and families make better decisions with their money so they can have the financial confidence to enjoy a more fulfilling life. We will design a financial plan for you, build your investment portfolio, and monitor your progress toward your life goals. We seek lifelong relationships built upon objective advice, trust, and mutual respect.

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.

 

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