Our PartnersWe partner with Charles Schwab, Dimensional Fund Advisors, and Loring Ward.
At Fonville Wealth Management, we provide objective investment and financial planning advice to individuals and families. In order to provide great advice, we need great partners. That’s why we have partnered with some of the most widely respected companies in our industry including Charles Schwab, Dimensional Fund Advisors (DFA), and Loring Ward. These companies bring our clients investment innovation, technology, and efficiency. Most importantly, they allow us to concentrate on what we do best; providing advice.
Charles Schwab (Our Custodian)
Charles Schwab is the safe keeper (custodian) of our client’s investments and accounts. We believe it’s paramount that investors work with an independent financial advisor who partners with a 3rd party custodian.
As an independent financial advisor working with Charles Schwab, our clients benefit from stringent online security, client reporting, and efficient trade execution.
If you want objective advice from an independent financial advisor who works with Charles Schwab, Fonville Wealth Management might be the right financial advisor for you.
Dimensional Fund Advisors
Dimensional Fund Advisors (DFA) is a leader in developing investment solutions for institutional investors and independent investment advisors.
Dimensional Fund Advisors’ investments and securities are designed to help our clients improve performance through diversified, low-cost, and tax-efficient investment solutions.
Dimensional Funds are not available directly to individuals but are limited to clients of a select group of financial advisory firms like Fonville Wealth Management.
When we build investment portfolios, our job is to select the best investment options for your situation. We may select investments offered by Dimensional Fund Advisors, Vanguard, AQR capital, among others.
Loring Ward (Our Investment Committee)
Established in 1990, Loring Ward is a third-party portfolio management firm located in San Jose, Ca. They serve a select group of independent financial advisors and manage over $14 billion in assets as of December, 31st, 2016.
Loring Ward provides Fonville Wealth Management with a team of investment experts and an investment committee.
Loring Ward helps free up our time and provide great research and resources so we can focus on providing great advice.
Certified Financial Planner™
Fonville Wealth Management employs Certified Financial Planning (CFP®) professionals to deliver great financial planning advice to our clients.
We leverage Certified Financial Planners in Richmond, Va to make sure our clients receive great advice as part of our wealth management experience. CFP’s have advanced education in different areas of the financial planning process including retirement planning, estate planning, cash-flow planning, tax planning, charitable giving, and insurance planning.
The Certified Financial Planners™ we work with have advised affluent investors, non-profit organizations, and thousands of financial advisors across the country. From time to time, we will invite our CFP® partners in meetings to educate clients on the academic foundation of capital markets and how to improve the risk and return characteristics for our clients’ portfolios.
Fonville Wealth Management will sometimes rely on advice from a CFP
To learn more about the certified financial planning designation you may click here.