Investment Management

We educate individuals and families on how to best manage wealth over time.

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Find out if you’re on track to meet your financial goals. 

Your investments aren’t a hobby. We utilize academic science to make your investment portfolio a powerful tool for achieving your goals.

At Fonville Wealth Management, we realize that managing your money is a burden. We also know that trusting someone to take over the management of your hard earned money and investments is difficult because Wall Street has a history of deceptive practices.

We work with families, like you, who are tired of being sold products that aren’t aligned with your best interests.

That’s why we created the Fonville Asset Management Program™, our turn-key approach to managing your wealth over time.

Your custom portfolio is designed and managed specifically for you and your goals without conflicts of interest or commissions.