FEE-ONLY FIDUCIARY WEALTH MANAGEMENT · ALPHARETTA, GA
Your Goals.
Our Guidance.
Your Legacy.
Work with an independent, fee-only fiduciary team led by David Fountain, CFP®. For 30 years, we've helped families protect their lifestyle, plan for taxes, and pass wealth to the next generation.
Advisory services offered through Financial Consultants Group, Inc., an SEC-registered investment adviser. Investing involves risk, including the potential loss of principal.
FEE-ONLY FIDUCIARY WEALTH MANAGEMENT · ALPHARETTA, GA
Your Goals.
Our Guidance.
Your Legacy.
Work with an independent, fee-only fiduciary team led by David Fountain, CFP®. For 30 years, we've helped families protect their lifestyle, plan for taxes, and pass wealth to the next generation.
Advisory services offered through Financial Consultants Group, Inc., an SEC-registered investment adviser. Investing involves risk, including the potential loss of principal.
FEE-ONLY FIDUCIARY WEALTH MANAGEMENT · ALPHARETTA, GA
Your Goals. Our Guidance. Your Legacy.
Work with an independent, fee-only fiduciary team led by David Fountain, CFP®. For 30 years, we've helped families protect their lifestyle, plan for taxes, and pass wealth to the next generation.
Advisory services offered through Financial Consultants Group, Inc., an SEC-registered investment adviser. Investing involves risk, including the potential loss of principal.
Built on More Than 30 Years of Earned Trust Across North Georgia
The “Best of Forsyth” list is a reader’s choice award published annually by The Forsyth County News. Nominees are first nominated by readers and then the nominees are vetted through a third-party firm, Second Street. Voting takes place annually from October 1-31. Award is announced in January. Readers may vote up to once daily during the voting period. No payment was made, and no advertising was required to receive this award.
The “Best of Georgia” award is published annually by the Georgia Business Journal. All nominees are nominated by readers. The voting period runs from July 1- October 31st. Award is announced in December. Readers may vote up to once daily during the voting period. The editorial and compliance team will review reader’s votes and the businesses. No payment was made to receive this award, and no advertising was required to receive these awards.
The “Five Star Wealth Manager” list is published annually by Five Star Professional. Five Star evaluates many advisors and utilizes specific criteria including the following: solicit peer and firm nominations; verify award candidates eligibility criteria, confirm licensing information, conduct regulatory and consumer complaint reviews, and ensure firm meets criteria. Award is announced in September. Award winners cannot pay a fee to be included in the research or the final list of award recipients. No payment was made, and no advertising was required to receive these awards.
The “Best of North Atlanta” list is a reader’s choice award program promoted through Appen Media Group. Voting takes place annually from May 15 to June 15. Award is announced in September. Award winners cannot pay a fee to be included in the research or the final list of award recipients. No advertising was required to receive these awards.
The “Best of Buford/Suwanee” list is a reader’s choice award program promoted through Atlanta Best Media. Voting takes place annually from Aug 18 to Aug 25. Award is announced in October. Award winners cannot pay a fee to be included in the research or the final list of award recipients. No advertising was required to receive these awards.
The “Marquis Who’s Who” primary selection criteria are candidates who hold position of leadership at a significant organization, who hold educational attainments and who have noteworthy achievement in creative works. Candidates are required to complete an application before they’re considered and followed up with an interview phone call. Candidates cannot pay a fee to be included in the research or the final list of those included in Who’s Who. No payment was made to be included, and no advertising was required to be included.
The “Best of Woodstock/Canton” list is a reader’s choice award program promoted through Atlanta Best Media. Voting takes place annually from Aug 17 to Aug 24. Award is announced in October. Award winners cannot pay a fee to be included in the research or the final list of award recipients. No advertising was required to receive these awards.
The “Best of Johns Creek/Duluth” list is a reader’s choice award program promoted through Atlanta Best Media. Voting takes place annually from Apr 14 to Apr 20. Award is announced in June. Award winners cannot pay a fee to be included in the research or the final list of award recipients. No advertising was required to receive these awards.
The “Best of Peachtree Corners/Norcross”
list is a reader’s choice award program promoted through Atlanta Best Media. Voting takes place annually from Dec 9 to Dec 15. Award is announced in February. Award winners cannot pay a fee to be included in the research or the final list of award recipients. No advertising was required to receive these awards.
The “Best of Roswell/Crabapple” list is a reader’s choice award program promoted through Atlanta Best Media. Voting takes place annually from May 15 to May 21. Award is announced in July. Award winners cannot pay a fee to be included in the research or the final list of award recipients. No advertising was required to receive these awards.
REGULATORY DISCLOSURES & LEGAL NOTICES
Recognition & Award Methodologies:
- Best of Georgia: Published annually by the Georgia Business Journal. Reader-nominated and voted (July 1–Oct 31). Editorial and compliance review conducted. No fees paid or advertising required.
- Best of Forsyth: Published annually by Forsyth County News; vetted via Second Street (voting Oct 1–31). No payment or advertising required.
- Five Star Wealth Manager: Evaluated by Five Star Professional across peer nominations, regulatory history, licensing, and retention. Candidates cannot pay to be listed.
- Marquis Who's Who: Selection based on executive leadership position, educational attainment, and career achievements via application and interview. No fees or advertising required.
CFP® Certification Notice:
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP (with flame design)® in the United States to registered individuals who have successfully completed the initial and ongoing certification requirements.
Pure
Fee-Only
THE CORE DIFFERENCE
Overseen by David Fountain, CFP®, a CERTIFIED FINANCIAL PLANNER® professional.
No commissions. No conflicts. Flat-fee structure, always.
Fiduciary Legal Standard
Legally obligated to act in your best interest at all times.
CFP®
Credentialed
THE FOUNTAIN DIFFERENCE
Clear advice, zero product sales
Traditional brokerages often mix financial advice with product sales. As pure fee-only fiduciaries, we work only for you. We don't sell products, take commissions, or collect third-party referral fees.
100% Fee-only Fiduciary
Direct client compensation with zero product commissions, revenue-sharing, or hidden markups.
Planning-led Investing
Your investment portfolio serves your financial plan—not the other way around.
Your financial quarterback
We coordinate directly with your CPA, estate attorney, and other trusted advisors so every detail works together.
Advice centered on families, not account numbers
“When our practice began in North Georgia in 1996, we set out to build a home for families seeking uncompromised, objective advice. We answer to no shareholders or product manufacturers. We answer only to you."
We believe your wealth deserves objective management.
As pure fee-only fiduciaries, we do not sell financial products, accept commissions, or hide our fees. Our flat-fee structure ensures our incentives are completely aligned with your long-term financial security.
Advice Centered on Families, Not Account Numbers
“When our practice began in North Georgia in 1996, we set out to build a home for families seeking uncompromised, objective advice. We answer to no shareholders or product manufacturers. We answer only to you."
OUR SERVICES
Comprehensive Wealth Management Built Around Your Life
Wealth Management
Bring every part of your financial life together under one clear plan. We help you manage cash flow, protect assets, and stay on track for long-term goals.
Sub-Practice: Private Wealth
Personalized coordination for families with $5M+ in assets who need help with trusts, private entities, and multi-generational wealth.
Investment Management
Grow and protect your money with low-cost, tax-aware portfolios tailored to your timeline, risk tolerance, and cash-flow needs.
Retirement Planning
Turn your savings into a reliable, tax-smart stream of retirement income. We help with distribution timing, Social Security choices, and required minimum distributions (RMDs).
Tax-Aware Wealth Planning
Keep more of what you earn with proactive tax strategies built right into your investment and estate plans. We focus on asset location, Roth conversions, and close teamwork with your CPA.
Estate & Legacy Planning
Protect what you've built and pass it on smoothly. We review beneficiaries, coordinate trusts and wills, and work with your estate attorney to minimize tax exposure.
Business Owners
Turn your business success into lasting personal wealth. We help with succession planning, executive equity (RSUs and options), qualified retirement plans, and business exits.
TRANSPARENCY FIRST
Clear, asset-based advisory fees
You should always know exactly what you pay and what you get in return. We charge a clear, asset-based fee that's fully explained before we start working together.
WHY FOUNTAIN WEALTH
People Are The Plan.
Our Approach To Wealth.
At Fountain Wealth Partners, we believe that true wealth management is about more than just numbers on a balance sheet: it is about the people, families, and legacies behind those numbers.
We have built our firm as a conflict-free sanctuary, free from the rigid, templated constraints of Wall Street wirehouses. Here, you receive highly personalized, local solutions tailored to your family’s unique path.
WHY FOUNTAIN WEALTH
People Are The Plan.
Our Approach To Wealth.
At Fountain Wealth Partners, we believe that true wealth management is about more than just numbers on a balance sheet: it is about the people, families, and legacies behind those numbers.
We have built our firm as a conflict-free sanctuary, free from the rigid, templated constraints of Wall Street wirehouses. Here, you receive highly personalized, local solutions tailored to your family’s unique path.
Fees & Transparency
Transparent, Flat-fee Pricing. No surprises
We believe you should know exactly what you are paying for and what you are getting in return. We operate under a transparent, flat fee-only pricing model.
Zero Commissions
We believe you should know exactly what you are paying for and what you are getting in return. We operate under a transparent, flat fee-only pricing model.
Zero Hidden Costs
No referral fees, third-party incentives, or AUM markups.
Complete Alignment
Our flat-fee structure ensures incentives are entirely aligned with your security.
FEES & TRANSPARENCY
Transparent, flat-fee pricing. No surprises
We believe you should know exactly what you are paying for and what you are getting in return. We operate under a transparent, flat fee-only pricing model.
Zero Commissions: We never profit from product sales or transactions
Zero Hidden Costs: No referral fees, third-party incentives, or asset-under-management markups
Complete Alignment: Our flat-fee structure ensures our incentives are completely aligned with your long-term financial security
The Team Behind Your Wealth
People Who Put Your Family First
Our advisory team includes five CFP® professionals and dedicated relationship managers focused on your family's future.
David Fountain, CFP®
President
Sandee Fricks, CFP®
Managing Director | Financial Planner
Carolyn Flournoy, CFP®
Senior Financial Planner | Wealth Manager
Kimberly Fountain, MBA
Business Development
Joey Hampton, CFP®
Financial Planner | Associate Wealth Manager
Jake McTyre, CFP®
Client Experience Manager
Associate Wealth Manager
Carson Greene
Relationship Manager
Darcy Searl
Co-Founder | Emeritus Planner
OUR ONBOARDING PROCESS
Three Steps to Financial Clarity
Partnering with a fee-only fiduciary should feel simple and transparent. Our three-step process is designed to get your family from uncertainty to a clear, conflict-free wealth strategy with as little friction as possible.
Step 1: The 15-minute introductory call
A quick conversation to understand your priorities and see if we're a good fit. No statements or paperwork needed.
Step 2: The wealth and tax-aware analysis
A comprehensive look at your investments, tax efficiency, cash flow, and estate alignment.
Step 3: Putting the plan to work
We set up and manage your wealth strategy, working directly with your CPA, estate attorney, and custodians.
COMMUNITY & LOCAL ROOTS
Rooted in North Georgia since 1996
From our offices in Alpharetta and Cumming, we've guided families across Fulton, Forsyth, and Cherokee counties for 30 years. Whether meeting near Avalon or in Forsyth County, you get private wealth guidance with the warmth of a local neighbor.
Take The First Step Toward Financial Clarity
Partner with an experienced, fee-only advisory team dedicated to securing your lifestyle and preserving your legacy.
A complimentary 15-minute introductory conversation.
Securing your lifestyle, preserving your legacy.
