We can build and manage a conservative portfolio focused on preserving and growing your wealth.
We can create a financial plan that will help you reach your goals with tailored solutions that meet your needs.
Fonville Wealth Management
Headquartered in Richmond, Va, we are a completely independent, fee only, investment management and financial planning company. With over 10 years of experience in financial services, Katherine Fonville has helped hundreds of families by creating tailored solutions that meet their needs.
At Fonville Wealth Management, we are passionate about helping good families plan for and live out the life they desire. We built our firm on integrity and trust, because doing what is right for you is better for our business in the long run. With a focus on accountability, we say what we do, and do what we say.
As an independent registered investment advisor, we have a legal responsibility to provide investment advice that serves our client’s interests before our own. Additionally, we are not constrained to specific services or products and act as a fiduciary in everything we do. You can be confident that you will receive unbiased advice in your best interests, not ours.