Who is Fonville Wealth Management?

Founded in 2010, Fonville Wealth Management is an independent registered investment advisor and fee-only financial planning firm. We are located in Richmond, VA and Glen Allen, Va.

Our mission is to simplify and enhance our clients’ lives through a lifetime of objective advice, trust, and mutual respect.

In 2008, Katherine Fonville was enjoying a successful career at Wells Fargo Advisors where she consulted thousands of financial advisors and financial planners throughout the country on how to provide better advice to their clients. During this time, Katherine learned a great deal about wealth management best practices.

Unfortunately, Katherine also noticed questionable values of the traditional “Wall Street” firm. From high fees, to hidden commissions, to conflicts of interest, she felt investors weren’t getting the objective advice they deserved. She knew in her heart there had to be a better way.

So, in 2010, Katherine left her successful career and opened Fonville Wealth Management. The rest is history.

Today, there are many things that make us different from major Wall Street brokerage firms:

  • We act as a Personal CFO by guiding through a simple and elegant wealth management process.
  • We are fiduciaries meaning we are required by law to put your interests ahead of our own, unlike brokers.
  • We are low-cost, transparent, and commission free.
  • We specialize in working with families in their 50s and 60s who are focused on enjoying a comfortable retirement.
  • We implement an investment philosophy based on Nobel Prize winning academic research.

We welcome you to learn more about how we can guide you to accomplish your financial planning goals and aspirations.

 

Our Leadership

Katherine Fonville

Katherine Fonville

President and Personal CFO

Katherine is the lead advisor and primary point of contact for our clients.

What are the things that matter most 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 since 2004 and founded Fonville Wealth Management in 2010. Prior to opening my firm, I trained hundreds of financial advisors and financial planners at Wachovia Securities/Wells Fargo Advisors on financial planning best strategies.  

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Our Values 

Trust & Integrity

We believe trust can take a lifetime to build and a second to lose.

Family & Relationships

We believe that the best business model is based upon sound personal relationships, not transactions.
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Expectations

We believe that clear expectations provide for the best experiences.

Education

We believe that client education is paramount to a succesful investment experience.

Our Team

As your Personal CFO, Katherine takes great care in advising you and assembling a team of subject matter experts who collaborate together making sure all aspects of your financial life are being addressed, in a well-coordinated way.

Certified Financial Planners

Certified Financial Planners™ (CFP®) help us create sound financial plans that cover all aspects of our client’s lives including retirement income planning, cash-flow analysis, debt management, etc…

Investment Committee

We work with an independent investment committee that helps us design and implement investment portfolios for our clients.

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Tax Experts

Certified Public Accounts and tax preparers help us make smart decisions around tax deductions and tax-mitigation strategies for you and your family.
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Insurance Specialists

Insurance specialists help us analyze the potential for catastrophic events to help protect you from liability and reduce or eliminate your premiums.

Estate Planning Experts

Estate planning experts help us properly title your investment accounts and make sure that your heirs receive what you intend.
Fonville Wealth Management LLC BBB Business Review
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