We're on a mission to help simplify and enhance your financial life through a lifetime of objective advice, trust, and personal relationship.
Fonville Wealth Management is a fully independent, fee-only financial planning firm and registered investment advisor located in Richmond, Va. We were founded in 2010 and have developed a speciality in working with families who are transitioning from work to retirement. We have offices Richmond, Va and Glen Allen, Va.
We serve as your Personal CFO® and ensure your overall financial goals are met in a responsible way. We do this by following a simple and elegant wealth management process through the combination of comprehensive financial planning, investment management, and ongoing reviews and advice.
What makes Fonville Wealth Management Different From Other Financial Advisors:
- Solid experience working with clients who have investable assets between $500,000 to $10 million.
- In depth knowledge of financial strategies for individuals and families who want to transition from work to retirement.
- We limit our client base to no more than 25 families per advisor so we can make the greatest impact on your life.
- We are a registered investment advisor (RIA) which means we are a fiduciary. As a fiduciary, we are legally required to put your interests ahead of our own. As strange as this might sounds, not all financial advisors act as a fiduciary.
President and Personal CFO
Katherine is the lead advisor and primary point of contact for our clients.
What’s your vision for the firm?
My vision is to continually create an atmosphere of transparency, collaboration, and objective advice to reduce financial stress for the families I serve so they can enjoy a more fulfilling life now and in retirement.
What are the things that matter most to you?
My children, husband, family, and serving others are most important to me.
What is your experience?
I’ve been a licensed investment advisor since 2004 and started Fonville Wealth Management in 2010. Prior to opening my firm, I consulted hundreds of financial advisors and financial planners at Wachovia Securities/Wells Fargo Advisors on retirement income planning and financial planning best practices. Additionally, I have helped hundreds of successful families successfully retire.
In our experience, the greatest leaders always surround themselves with intelligent people. That’s why we take great care in assembling a team of experts who will work in concert to make sure all aspects of your financial life are being addressed.
Certified Public Accounts and tax preparers help us make smart decisions around tax deductions and tax-mitigation strategies for you and your family.
Estate Planning Experts
Estate planning experts help us properly title your investment accounts and make sure that your heirs receive what you intend.
Insurance specialists help us analyze the potential for catastrophic events to help protect you from liability and reduce or eliminate your premiums.