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The Fonville Wealth Management Difference:
A full-time Personal CFO focused completely on you and your life goals.
Comprehensive wealth management to help tackle everything from investing to retirement to estate planning.
Investment philosophy backed by over 10 Nobel Prizes in economics.
Ongoing advice and education to help you reduce financial worry and boost financial confidence.
Our guarantee that you will love our advice or we’ll refund 100% of the cost of our services within the first 6 months of working with us.