Who is a typical Fonville Wealth Management Client?

Our clients are individuals and families aged 50 and older who have over $1 million in investable assets.

Additionally, we might be a good fit for you if: 

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You want to avoid running out of money in retirement.

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You worry about having to reduce your lifestyle in retirement.

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You want a face-to-face relationship with a financial advisor you can trust.

Clients We Serve

Soon to Retire

Couples within 10 years of retirement who want a comprehensive plan to guide them. More>>

Women and Family

The women we serve seek a clear plan for financial clarity and security. More>>

Currently Retired

Currently retired clients want to simplify their finances, reduce their risk, and get their estate in order. More>>