We Help You Make Smart Financial Decisions

Get objective advice on your total financial life from a financial advisor you can trust.
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Families often stress about money because they lack a clear plan for the future. We establish trusting relationships with individuals and families and provide objective advice to help them reduce financial stress and maintain financial security.

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Reduce Your Financial Stress

The markets can be unpredictable – but your personal financial planning doesn’t have to be.

Making small changes today can have a big impact on giving you confidence in your future.

As your financial advisor in Richmond, Va, we’ll  guide you through our consultative wealth management and financial planning process to help you reduce financial stress.

Strengthen Your Financial Security

How you invest matters.

While nobody can predict the stock market, our investment philosophy can help you focus on what you can control.

As your wealth management firm in Richmond, Va, you’ll receive objective investment advice and management to help you maintain financial security.

Increase Your Financial Advisor to Client Ratio 

Did you know that the average financial advisor and financial planner has over 150 clients?

We’re different because we limit our advice to 50 families per financial advisor.

As a result, you’ll receive the communication and attention you deserve from an independent financial advisor and financial planner in Richmond, Va whom you can trust.

About FWM

Fonville Wealth Management is an independent, fee-only financial planner and financial advisor with offices in Richmond, Va and Glen Allen, Va.

Fonville Wealth Management specializes in comprehensive financial planning and investment management for individuals and families who are within 10 years of retirement or currently retired.

As a fee only financial planner, Fonville Wealth Management always provides objective advice that is in your best interests. Fee-only means we provide advice for a fee. We don’t accept commissions, sell products, or have sales quotas like other financial advisors.

Financial Planning Services

  • Retirement planning
  • Investment planning
  • Cash flow planning
  • Estate planning
  • Tax planning
  • Insurance analysisCharitable giving strategies

Investment Management

  • Portfolio income strategies
  • 401k rollovers
  • Investment selection
  • Risk management
  • Portfolio design and management
  • Tax-managed investing
  • Portfolio rebalancing

Fonville Wealth Management LLC BBB Business Review

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Get a Free Retirement Checkup.

Find out if you can retire.