Get Objective Investment & Retirement Advice

The Financial Advisor for Families Nearing Retirement in Richmond, Va

Design, build, and protect a wealth plan that provides a

lifetime of financial clarity, confidence, and peace of mind.

Design Your Plan

Do you have a plan to achieve your most important goals?

Build and Manage Your Portfolio

What are the proper investments for your individual or family situation?

Protect Your Plan

What are you doing to protect your plan and keep it on track during times of change?

Katherine Fonville Financial Advisor Richmond Va

Katherine Fonville, Managing Partner

About Us

Fonville Wealth Management offers specialized, custom tailored, fee only financial planning for high net worth families in Richmond, Va and Glen Allen, Va.

As a financial advisor in Richmond, Va, our wealth management services are specifically designed for clients who are within 10 years of retirement or currently retired.

As a fee-only financial planner, we never receive commissions or 3rd party payments from product companies. We are only paid by our clients for the advice we provide. This reduces conflicts of interest.

Unlike brokers, we act as a fiduciary to our clients. This means we are required by law to put your interests ahead of our own all of the time.

Fonville Wealth Management LLC BBB Business Review

CFP Richmond Va FPA

As Featured In: