KATHERINE FONVILLE

Katherine Fonville

Vice-President and Wealth Manager

Richmond, VA

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Katherine Fonville a fee-only financial planner and the founder 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.

 

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.

Call (888) 320-7400 or click to get in touch.

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Covenant Wealth Advisors

 

Covenant Wealth Advisors is a private wealth management firm, fee only financial planner, and fiduciary advisor with offices in Richmond, VA and Williamsburg, VA.

Founded in 2010, we work with more than 140 families and manage over $180 million* in assets for clients in Virginia and across the country. 

Our fiduciary financial advisors and fee-only financial planners specialize in working with individuals and families age 50 plus, who are concerned about retirement.

CONTACT US

 

Toll Free: (888) 320-7400

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

4870 Sadler Road

#300

Glen Allen, VA 23060

(804) 729-5265

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Covenant Wealth Advisors is a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. 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. *AUM as of June 30, 2018