What can Fonville Wealth Management do for you?
Gain clarity, peace of mind, and confidence.
We can help you gain clarity on your goals and educate you on what you can and can’t accomplish with your financial resources. Many clients tell us this creates peace of mind and gives them confidence in their future.
Implement investment insights and strategies.
We can help you implement planning and investment strategies to help you achieve your goals. From planning your retirement, to growing and preserving your wealth, to making smarter decisions with your money, we can provide the guidance you need.
Get a partner and a personal relationship.
When you hire us, you gain a long-term partner who acts as your Personal CFO® to help motivate you, help you implement key action items, and help you address new obstacles and opportunities as they arise. As your life, finances, and goals change, we will work with you to make adjustments and keep you on track. We do the work while you focus on enjoying life.
We are an independent, fee-only financial planner and financial advisor 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.