Who is a typical Fonville Wealth Management Client?

Our clients include individuals and families in the Richmond, Va area aged 50 years and older. New clients typically have over $500,000 in investable assets and exhibit one or more of the following characteristics:

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You have a high concern for your family and loved ones.

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You view investing as a hindrance rather than a hobby.   

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You prefer a conservative investment plan based on long-term investing, rather than short-term trading or speculation that may or may not work over time. 

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You worry about what might happen to your spouse financially in the event something happens to you. 

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You prefer to spend your time enjoying life rather than constantly analyzing your finances and keeping up on the latest investment strategies.

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You seek a trusted financial advisor in Richmond, Va who will look at your total financial picture, and not just your investments.