Katherine Fonville | Richmond & Williamsburg | Covenant Wealth Advisors
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KATHERINE FONVILLE

 

Vice-President and Founder

Financial Advisor

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Professional Background of Katherine Fonville

Katherine Fonville is a fee-only advisor and is the Vice-President of Covenant Wealth Advisors. She has over 14 years of experience providing retirement income planning, investment management, and financial planning advice to individuals and families age 50 plus.

 

Katherine  founded Fonville Wealth Management in 2010 and changed the name to Covenant Wealth Advisors in 2018.

 

Prior to founding the firm, she worked at Wachovia Securities/Wells Fargo and was responsible for training the firm’s financial advisors on financial planning and retirement planning best practices. She has also consulted high-net-worth families at Bank of America’s Private Client Group. 

 

Katherine is a member of the Central Virginia Financial Planning Association and has been published in Financial Advisor IQ

 

She is driven by building deep relationships with her clients so she can better understand how to help them achieve their long term financial goals and enjoy a wonderful life.

Katherine is a Virginia native. She grew up in Scottsville, VA and graduated from James Madison University with a BBA in Marketing.

In her spare time, she enjoys exercising with a focus on spin, boating near the Chesapeake bay, and spending time with her husband, Mark, and three children. Katherine is an active member of St. Mary's Episcopal church in Richmond, Va.

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CONTACT US

 

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 08:30 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

8001 Franklin Farms Drive

RM 208

Richmond, VA 23229

(804) 729-5265

RESTON VA LOCATION

1768 Business Center Drive

Suite 350

Reston, VA 20190

(703) 991-2000

Services offered by Covenant Wealth Advisors, a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Registration of an investment advisor does not imply a certain level of skill or training. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investments involve risk and there is no guarantee that investments will appreciate. Past performance is not indicative of future results. By entering your info into our forms, you are consenting to receive our email newsletter and/or calls regarding our products and services from Covenant Wealth Advisors.. This agreement is not a condition to proceed forward. Case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed.

 

*Award Winning: Covenant Wealth Advisors was awarded the #1 fastest growing company by RichmondBizSense in 2020 based on three year annual revenue growth ending December 31st, 2019. Expertise.com voted Covenant Wealth Advisors as the best financial advisor in Williamsburg, VA for 2021 and 2022 based on their proprietary selection process.  Forbes Best-In-State Wealth Advisor full ranking disclosure. Read more about Forbes ranking and methodology here.

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