Private Wealth Management

We help you gain financial peace of mind and confidence. Learn how our comprehensive investment and financial planning services can help you.


Gain Financial Clarity, Peace of Mind, and a Personal Relationship


Gain Clarity & Design a Plan For Your Future

Do you lack a clear plan for your future? We can help you clarify your goals, prioritize them, and design a comprehensive wealth plan to accomplish your vision.

Preserve and Grow Your Wealth

Worried about taking too much risk, not getting the returns you need, or paying too much in taxes? Our investment approach is designed to address all 3 concerns.

Reduce Your Retirement Anxiety

We can help you design a retirement income plan to help you avoid running out of money in retirement.

Gain Peace of Mind

As your Personal CFO®, we act as your financial coach to help you answer the tough questions that might keep you up at night.

Simplify Your Financial Life

We help you get organized, we help you implement, and we help you stay on course.  We keep it simple!

About Us

certified financial planner | cfp

Katherine Fonville, President and Personal CFO®

Established in 2010, Fonville Wealth Management is an independent registered investment advisor and Personal CFO® located in Richmond, Va.

Our mission is to help successful families simplify and enhance their life through a lifetime of advice, trust, and personal relationship.

How is a Personal CFO® different than a traditional financial advisor? 

  • We provide comprehensive advice on your total financial situation, not just investments.  
  • We are collaborative. We coordinate a team of hand chosen, independent subject matter experts in areas of investing, retirement, tax, estate planning, and insurance an integrate their advice into your wealth plan.
  • We are a objective. As your fiduciary, we are legally required to put your interests ahead of our own at all times.
  • We are transparent. As a fee-only advisor you will never wonder how we get paid. We are paid the same regardless of the advice we provide you.

We look forward to earning your trust and the opportunity to be your Personal CFO® in Richmond, Va.

Fonville Wealth Management LLC BBB Business Review

wealth management richmond va
fee only financial planner in richmond virginia

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