Conservative Wealth Management & Planning

Fonville Wealth Management is a personal financial advisory firm in Richmond, Va built on integrity and trust, because doing what is right for you is always better for business in the long run. Learn why we're differentRequest consultation

We improve your financial life by providing objective advice. This helps you see the impact of all your financial decisions so you can better prepare for tomorrow.

Wealth Management

We’ll manage your investments, maintain your financial plan, and watch over every aspect of your financial life, so you can spend time doing what you love.

Financial Planning

Retirement planning, 401k rollovers, estate planning, tax strategies, small business planning, insurance analysis, education planning… we’ll do it all.

Investment Management

Our investment strategy combines portfolio diversification with Nobel Prize winning economic research, so you have the money you need for the lifestyle you desire.

We built our wealth management firm to diverge from others. Rather than worried and stressed, you feel…

Confident

Your financial plan is as thorough as they come.

You’ll get answers to your most pressing financial questions so you can make smarter decisions. 

Every smart decision moves you closer to financial confidence.

In Control

As your financial advisor, we act as your fiscal coach.

We’ll help you focus on what you can control vs. what you can’t control.

As a result, you’ll enjoy clarity of purpose and direction.

Wiser

Our investment philosophy becomes your investment philosophy.

We leverage the wisest minds in the industry to craft your investment strategy and we’ll manage and monitor your investments along the way. 

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CFP Richmond Va FPA

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