Our PartnersWe partner with Charles Schwab, Dimensional Fund Advisors, and Loring Ward.
Dimensional Fund Advisors
Dimensional Fund Advisors (DFA) is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional Fund Advisors’ mutual funds are designed to meet the needs of professional investors, and the firm’s resources are devoted to improving these strategies wherever possible.
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. Our relationship with Dimensional Fund Advisors is based on shared views about how capital markets work and how best to provide clients with a successful investment experience.
Charles Schwab is the safe keeper (custodian) of our client’s investments and accounts. We believe it’s paramount that investors work with an advisor who partners with a 3rd party custodian for security of their assets.
Charles Schwab Institutional is a pioneering firm with a long history of working exclusively with independent financial advisors such as Fonville Wealth Management. Schwab is the largest provider of dedicated custodial services to the independent investment advisor community.
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 investment research, investment analysis tools, and back office support. This helps free up our time so we can deliver better advice to our clients.
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 certificant where necessary for client advice on the financial planing process and advanced planning strategies.
To learn more about the certified financial planning designation you may click here.