Personalized Financial Planning & Investment Strategy for Families

Get the peace of mind you want with the financial security you need.
FIND OUT HOW WE HELP YOU

We help you achieve the retirement you want with the financial security you need by designing a personalized financial plan and providing objective investment advice and strategy.

Personalized Financial Planning

What do you want most in life? 

For many investors, the opportunity to succeed, the pursuit of happiness, and enjoying the good life come to mind. 

As your personal financial advisor in Richmond, Va, we’ll help you live the life you want so you can enjoy life, have fun, and provide for your family’s future.

After all, achieving your financial goals takes more than hope. It takes a personalized financial plan.

Investment Strategy & Advice

What investment strategy will you use to maintain financial security and avoid running out of money in retirement. 

As your investment advisor, we’ll help you design and implement a conservative investment strategy personalized for you.

As a result, you’ll save time, gain a greater control over your wealth, and preserve your money for your generation and the next.

Get a Financial Advisor Who Cares

Did you know that the average financial advisor has over 150 clients?

That barely leaves enough time to give you great advice and service.

We’re different because we limit our client base to less than 50 families per advisor.

As a result, you’ll enjoy a relationship with an advisor who has the time to to help you whenever you need it.

About Fonville Wealth Management

Fonville Wealth Management is an independent financial advisor, financial planner, and investment advisor located in Richmond, VA and Glen Allen, Va. Our team advises individuals and families who seek to delegate their investment management and financial burdens to a professional so they can accomplish their life goals and focus on the greater aspects of life.

As your personal financial advisor, our wealth management process will help you get the most out of life. We begin by discussing your values and financial planning goals such as retirement planning, investment planning, or planning for dreams and major purchases. Next, we’ll analyze your investments and create a clear and concise road map to help you make well-informed investment decisions. We then implement a financial plan and meet regularly to help you stay on track.

As an independent registered investment advisor, we have a legal fiduciary responsibility to provide investment advice that serves our client’s interests before our own. Additionally, we are not constrained to specific services or products like many Richmond, Va financial advisors and wealth management firms. You can be confident that you will receive unbiased advice with complete transparency. We are compensated on a fee-only basis, rather than receiving commissions which can create conflicts of interest.

Fonville Wealth Management LLC BBB Business Review

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