Founded in 2010, Fonville Wealth Management is an independent registered investment advisor, financial advisor, and fee-only financial planning firm. We have offices in Richmond, VA and Glen Allen, Va.
Our mission is to provide successful families with financial security and independence through a lifetime of objective advice, trust, and mutual respect.
Prior to establishing her company, Katherine Fonville had the rare career opportunity to advise, interview, and learn from thousands of financial advisors throughout the country. During this time, Katherine learned many great insights on managing wealth. Unforfortunately, she also witnessed major conflicts of interest within the financial services industry..
From sales contests, to high commission products, to a lack of fiduciary standard, the problems facing investors were everywhere. Instead training advisors to give great advice, major brokerage firms seemed more interested in training advisors to sell more products. As a result, investors suffered.
Katherine became frustrated at the state of the industry and thought individuals and families deserved better.
So, in 2010 she opened Fonville Wealth Management, a fully independent investment advisor and financial planning firm.
President and Personal CFO
Katherine is the lead financial advisor and primary point of contact for our clients.
What is most important to you?
My children, husband, family, and serving others are most important to me.
What do you like to do outside of work?
I love to spend time in the Northern Neck of Virgina boating, reading, and spending time with family. I am also a huge fan of staying healthy and keeping physically fit.
What is your experience?
I’ve been a licensed investment advisor for 13 years and founded Fonville Wealth Management in 2010. Prior to opening my firm, I trained financial advisors and financial planners at Wachovia Securities/Wells Fargo Advisors on financial planning & retirement planning best practices.
As your Personal CFO, we provide advice on your total financial life. To do this, we collaborate with our team of subject matter experts making sure all aspects of your financial life are being addressed, in a well-coordinated way.
Certified Financial Planners
Estate Planning &Tax Experts
Trust & Integrity
Family & Relationships
You Want to Maintain Financial Security.
We have a strategy to get you there.
*Sources: Dimensional 2016 Investor Survey; Wall Street Journal, “Ultrawealthy Investors Aren’t inclined to Recommend Their Advisers,” May 31, 2016.