Private Wealth Management Focused On You
Our goals is to help you simplify and enhance your financial life. All of our services start with a complimentary consultation. Complete the confidential form below and we will contact you within 24 hours to schedule a time to meet or converse over the phone.
The Fonville Wealth Management Difference:
Your Personal Chief Financial Officer
As your Personal CFO, we provide comprehensive financial guidance on your total financial life, and not just your investments. From retirement to estate planning to investment planning, we can do it all.
We Specialize in Retirement Investing
Unlike most financial advisors, we’re NOT generalists. We specialize in investing in retirement and creating income in retirement.
We Limit Our Client Base
Did you know that the average financial advisor has over 150 clients? We’re different because we limit our client base to no more than 25 families per financial advisor. Deeper relationships result in better advice.
We are Independent Fiduciaries
As an independent registered investment advisor, we are required by law to act as a fiduciary. This means we must put the interests of our clients ahead of our own. We, therefore, conduct our business with a higher standard of disclosure and due care than would be found in a traditional securities brokerage environment. Unfortunately, acting in a fiduciary capacity is not a legal requirement for brokers. Learn more>>
We are Team Based
We’ve built a team of experts in key areas to help make a greater impact on your life. In addition to tax and estate planning experts, we’ve also hired an independent investment committee to help us maximize your investment success. Learn about our investment team>>
We are Low Cost and Fee Only
Have you ever wondered how financial advisors get paid? Many get paid through hidden commissions which can create conflicts of interest and increase your costs. We’re different because we never receive commissions, we keep your costs low, and we are fully transparent. Learn about our fees>>
We have a client minimum of $500,000 in investable assets.