Fonville Wealth Management
We are an independent, fee-only financial advisor and financial planner in Richmond, VA. We help successful families make better decisions with their money so they can have the financial confidence to enjoy a more fulfilling life. We seek lifelong relationships built upon objective advice, trust, and mutual respect.
In 2007, Katherine Fonville was working for a major brokerage firm consulting hundreds of financial advisors and financial planners throughout the country on how to provide better financial planning advice to individuals and families. During this time, she observed many great processes to help families accomplish their financial retirement goals. Unfortunately, she also observed equally as many problems within the brokerage industry. From hidden commissions, to high risk products, to poor advice, it was becoming harder and harder to find an advisor who truly put her client’s interest first. Why was this happening? After deeper research, Katherine discovered that retail brokers were not legally required to put the interest of their clients before their own. In other words, they are not required to act as a fiduciary like a physician or attorney. Katherine felt individuals and families deserved better. So, Katherine left a successful career at Wachovia Securities/Wells Fargo and opened Fonville Wealth Management, a fully independent, registered investment advisor (RIA). Katherine believed this structure was better for her clients. It legally forced her to act as a fiduciary by requiring her to put her client’s interests ahead of her own. She felt this protected her clients by minimizing conflicts of interest. Additionally, owning her own firm allowed her to integrate the best practices of some of the best wealth management firms across the country, while eliminating the bad practices. The rest is history! Today, our mission is to help families simplify and enhance their financial life through a lifetime of advice, trust, and personal relationship. Fonville Wealth Management helps Richmond Families gain clarity on their financial goals, insight on how to accomplish them, and we provide a lifetime of partnership by providing experience, advice, and direction. We strive to have every client say the following about us: “You are fully competent in your process, philosophy and ethics” “You made our life easier and more purposeful” “You exceeded our expectations”
Address: 4870 Sadler Road, Suite 300, Glen Allen, VA 23060, USA
Phone: +44 804 306 4582
FAX:
