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KATHERINE FONVILLE

 

Vice-President and Founder

Financial Advisor

Richmond, VA

Katherine Fonville  is  a Financial Advisor in Richmond VA and Williamsburg Va

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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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

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Services offered by Covenant Wealth Advisors (CWA), 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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 CWA. 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 nominated by Newsweek/Plant-A-Insights Group in November of 2024 as one of America's Top Financial Advisory Firms. You may access the nomination methodology disclosure here and a list of financial advisory firms selected. CWA was awarded the #1 fastest growing company by RichmondBizSense on October 8th, 2020 based on three year annual revenue growth ending December 31st, 2019. To qualify for the annual RVA 25, companies must be privately-held, headquartered in the Richmond region and able to submit financials for the last three full calendar years. Submissions were vetted by Henrico-based accounting firm Keiter. Expertise.com voted Covenant Wealth Advisors as one of the best financial advisors in Williamsburg, VA  and Richmond, VA on November 30th, 2024 based on their proprietary selection process.  CWA was nominated for the Forbes Best-In-State Wealth Advisor ranking for Virginia on April 7th, 2022. Forbes Best-In-State Wealth Advisor full ranking disclosure. Read more about Forbes ranking and methodology here. CWA did not compensate any of the entities above for the awards or nominations. These award nominations were granted by organizations that are not CWA clients. However, CWA has compensated Newsweek/Plant-A Insights Group for licensing and advertising of the nomination and compensated Expertise.com to advertise on their platform. While we seek to minimize conflicts of interest, no registered investment adviser is conflict free and we advise all interested parties to request a list of potential conflicts of interest prior to engaging in a relationship. CWA is a member of the Better Business Bureau. We compensate the BBB to be a member and our BBB rating is independently determined by the BBB.

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