Start With a Conversation
You don't need to know whether you need a new advisor before meeting us.
Maybe retirement is getting closer.
Maybe your financial life has become more complicated.
Maybe you've accumulated several investment and retirement accounts and wonder whether everything is working together.
Maybe you own a business, recently experienced a liquidity event, or are thinking more seriously about your family's future.
Or perhaps you already have a financial advisor.
Nothing is necessarily wrong.
You simply want another perspective.
That's enough reason to have a conversation.
An introductory meeting with Fountain Wealth Partners is an opportunity to get to know one another, talk about what's happening in your financial life, and determine whether our approach may be a good fit for you and your family.
There is no expectation that you arrive ready to move your investments or make a decision.
Schedule an Appointment By Filling Out The Form Below
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Our role is to provide advice — not to sell you something.
Prefer to speak with someone first?
Call our desk at (770) 650-9392 or reach us via our
Contact Page.
What to Expect on Our Call
We respect your time. We keep our introductory call focused and straightforward: 15 minutes to discuss your financial priorities and determine if our fee-only advisory model fits your balance sheet.
What Should We Talk About?
Start with whatever brought you here.
You don't need to prepare a presentation about your financial life.
Just tell us what's on your mind.
Perhaps you're wondering:
- Can we comfortably retire?
- Are we taking more investment risk than we need?
- How much can we reasonably spend in retirement?
- Could our investments be better coordinated?
- Are there tax-planning opportunities we're overlooking?
- What should we do with a concentrated investment?
- How should we prepare financially for the sale of our business?
- Can we afford to help our children or grandchildren?
- Is our estate plan coordinated with our financial strategy?
- Would my spouse know what to do financially if something happened to me?
Or maybe the question is simply:
“We've done pretty well. Are we doing everything we should be doing?”
That's a perfectly good place to begin.
What Happens in the First Meeting?
The first meeting is a conversation—not a presentation.
We want to understand you before recommending anything.
We'll talk about why you reached out, what you've built, what may be changing, and what you would like your wealth to accomplish.
We may discuss:
- Your family
- Career or business
- Retirement
- Investments
- Income and spending
- Important tax considerations
- Estate and legacy priorities
- Children or grandchildren
- Significant financial decisions ahead
- What is working well today
- Where you would like greater guidance
- Your experience with your current or previous advisor
We'll also tell you about Fountain Wealth Partners.
How we approach financial planning.
How we manage investments across open-architecture custodial platforms at Charles Schwab & Co. and Axos.
How our team works with clients.
How we coordinate with CPAs and attorneys.
How our fee-only advisory relationship works.
And the types of families we believe we can serve particularly well.
You are evaluating us just as much as we are learning about you.
What Do I Need to Bring?
Come with your questions. We can gather the details later.
You do not need to bring boxes of investment statements.
You don't need your last three tax returns.
You don't need your estate documents.
And you certainly don't need to have your entire financial life perfectly organized before meeting with us.
If you have a recent investment statement or a simple summary of your financial picture and would like us to see it, that's helpful.
But it isn't necessary for us to have a meaningful first conversation.
We would rather spend that first meeting understanding you than sorting through paperwork.
If we mutually decide there may be a good fit, we'll explain what information would be helpful for the next step.
EXISTING ADVISORY RELATIONSHIPS
What If I Already Have an Advisor?
You don't need to be unhappy with your current advisor to have another conversation.
Many successful families already have financial advisors.
Some have relationships that go back many years.
And sometimes there are investments or parts of the existing relationship they genuinely like.
We respect that.
You may simply be wondering whether you could benefit from:
- More comprehensive financial planning.
- Greater retirement-income planning.
- More proactive [CONTEXTUAL LINK: Tax-Efficient Investing (Links to: /investment-management/tax-efficient-investing)].
- Better coordination with your CPA and attorney.
- A different approach to investment management.
- More communication with both spouses.
- Greater team depth and continuity.
- Or a broader conversation about what your wealth should make possible.
Having a conversation with Fountain Wealth Partners does not require deciding in advance that you are going to make a change.
Sometimes a second perspective simply gives you greater confidence in what you're already doing.
And sometimes it reveals opportunities worth exploring.
Either outcome can be valuable.
What If I Do Decide to Make a Change?
Changing advisors does not mean starting over.
One concern we frequently hear is:
“If I change advisors, are you going to sell everything I own?”
Not necessarily.
Before recommending investment changes, we want to understand what you already own and why you own it.
Some investments may continue to fit.
Some may have significant unrealized gains.
Some may need to be transitioned gradually.
And others may deserve to change.
We consider taxes, risk, costs, liquidity, account types, and your broader financial strategy before recommending a transition.
Change should have a reason—not simply occur because you changed advisors.
Our team can also help coordinate the account-opening and transfer process if you decide to move forward.
Learn About Our Process
Who Typically Meets With Us?
Our clients have different stories, but many are navigating similar decisions.
We commonly meet with:
- Successful professionals and executives
- Individuals approaching retirement
- Retired couples and families
- Business owners and former business owners
- Families following a business sale or other liquidity event
- Widows and surviving spouses
- Individuals who have inherited wealth
- Families thinking about children, grandchildren, and legacy
- People who have accumulated significant retirement savings
- Families with trusts, concentrated investments, real estate, or other financial complexity
- People who have outgrown an investment-only relationship
- Families simply looking for another perspective
Many of our comprehensive
Wealth Management relationships begin with approximately $1 million or more in investable assets.
Our
Private Wealth relationships often involve $5 million or more and greater financial complexity.
But we don't believe an account balance tells the entire story.
The conversation begins with your circumstances, what you need, and whether we believe we can add meaningful value.
Should My Spouse Come?
Wealth management should work for both of you.
In many couples, one person naturally takes the lead on investments and financial decisions.
That's common.
But we believe both spouses should feel comfortable with the financial strategy and with the people helping manage it.
When possible, we encourage both spouses to participate in the introductory conversation.
Not because both need to have the same interest in investing.
They don't.
But both should have the opportunity to talk about what matters to them, ask questions, and understand the relationship.
Over time, our goal is that both of you know:
- Where you stand.
- What the strategy is designed to accomplish.
- And who to call when something changes.
What Happens After the Meeting?
The next step should make sense for both of us.
At the end of the introductory conversation, we may determine that it makes sense to continue.
If so, we'll explain what comes next.
That may involve gathering additional information, reviewing your existing investments, learning more about your retirement and planning needs, and beginning to develop a more complete picture of your financial life.
We may also determine that Fountain Wealth Partners isn't the right fit.
That's okay too.
A good advisory relationship should make sense for both sides.
There is no expectation that you make a decision during the first meeting.
Take the time you need.
Ask questions.
Talk it over together.
Our job is to help you understand what working with Fountain Wealth Partners would look like so you can make an informed decision.
Who Will You Be Talking With?
A personal relationship supported by a team.
Fountain Wealth Partners brings together five CFP® professionals and a broader team supporting financial planning, investment management, and the client experience.
David Fountain, CFP®
President
Sandee Fricks, CFP®
Managing Director | Financial Planner
Carolyn Flournoy, CFP®
Senior Financial Planner | Wealth Manager
Joey Hampton, CFP®
Financial Planner | Associate Wealth Manager
Jake McTyre, CFP®
Financial Planner | Associate Wealth Manager
We believe important financial decisions benefit from multiple perspectives.
But we also believe you should know the people advising you.
Our goal is to combine the depth and resources of a growing wealth management firm with the accessibility and personal relationships that have defined our firm for 30 years.
Sophisticated enough for your financial life. Personal enough for your family.
Meet Our Team
- How much should children know about the family's wealth?
- When should those conversations begin?
- How do you teach financial responsibility without allowing wealth to diminish ambition?
- How should younger family members learn about investing, taxes, charitable giving, and the responsibilities that accompany an inheritance?
Where We Meet
Meet with us in the way that works best for you.
Fountain Wealth Partners serves clients from our North Georgia offices, including our established presence in Cumming and our growing presence in Alpharetta.
We work with families throughout:
- Alpharetta
- Milton
- Cumming
- Forsyth County
- Johns Creek
- Roswell
- North Fulton
- and surrounding communities.
We also serve clients throughout Georgia and across the country.
Depending upon your circumstances and preference, meetings may be held in person or virtually.
Virtual / National Wealth Management
Secure Video Conference & Digital Portal Serving clients throughout Georgia and across the country.
Explore Virtual Wealth Management
Alpharetta Office
12600 Deerfield Parkway, Suite 100 Alpharetta, GA 30004
Phone: (770) 650-9392
Wealth Advisor Alpharetta
Cumming Office
Cumming, GA
Phone: (770) 650-9392 Serving: Cumming, Forsyth County, Lake Lanier, and surrounding communities.
We got it.
Thank you for contacting us.
We’ll get back to you as soon as possible.
Ready When You Are
Tell us what you've built. And what you'd like it to make possible.
You don't need to have everything figured out.
That's part of why we're here.
Maybe you're ready to make a change.
Maybe you're simply exploring.
Maybe you have one important question.
Or maybe you want someone to look at the complete financial picture and tell you what they see.
Start there.
Schedule an introductory conversation with Fountain Wealth Partners.
We'll get to know you.
You'll get to know us.
And together, we can determine whether it makes sense to take the next step.
Option 1: Schedule Directly on Our Calendar
Choose a dedicated time that works for your schedule using our interactive booking tool.
[PRIMARY SCHEDULING MODULE / CALENDAR EMBED]
Option 2: Send Us a Message
Prefer to share details first? Complete our short introductory form below:
What to Expect
Step 1 — Introductory conversation
We learn about what you have built, what is changing, and where you want guidance.
Step 2 — Tax-aware roadmap and fee proposal
We explain how planning and investments would work together for your situation, and the fee that would apply.
Step 3 — Plan delivery and implementation
We coordinate onboarding at an independent custodian (Schwab or Axos) on your timeline.
There is no expectation that you decide during the first meeting. You will understand how we work, and what it costs, before deciding whether to become a client.
Fountain Wealth Partners does not prepare tax returns or provide formal tax advice. Instead, we help identify planning opportunities and coordinate with your CPA or other qualified tax professional when their expertise is appropriate.
Independent Custody
Client accounts are generally held in the client’s name at independent qualified custodians, including Charles Schwab & Co. and Axos. The custodian holds the assets and provides independent statements and transaction reporting; we are authorized to manage the accounts under the advisory agreement.
David Fountain, CFP® — Founder & Lead Advisor
Start With a Conversation
If you would like to understand how we work and what it would cost, we would welcome the conversation.
A confidential, no-obligation conversation with a CFP® professional in Alpharetta or Cumming.
Your Goals. Our Guidance. Your Legacy.
Frequently Asked Questions
How are Fountain Wealth Partners’ fees structured?
We are a fee-only fiduciary firm. For ongoing wealth management, we charge an advisory fee based on assets under management, billed as disclosed in the advisory agreement. Financial planning engagements may be handled under a separately defined fee. Our current fee schedule is published in Item 5 of our Form ADV Part 2A.
What is the difference between fee-only and fee-based?
A fee-only firm is compensated solely by advisory fees paid by its clients. Fee-based advisors may charge an advisory fee and also receive commissions from selling insurance, annuities, or investment products, which can create conflicts of interest.
Why aren’t your rates listed on this page?
Advisory fees depend on the complexity and scope of each relationship, and our schedule can be updated over time. Rather than publish a grid here, we keep the current schedule in our Form ADV Part 2A (Item 5) and provide a written fee schedule as part of your advisory agreement.
Are there other costs beyond your advisory fee?
Yes. Client accounts are responsible for third-party costs such as custodian, brokerage, transaction, and mutual fund expenses. These are separate from our advisory fee.
Do you have an account minimum?
We do not apply a rigid asset threshold, and we are glad to talk with anyone to see whether we are a good fit. In practice, the families we serve have accumulated significant wealth over a career or a business and have reached the point where investments, retirement income, taxes, and estate decisions are interconnected enough to need coordination. Complexity and planning needs matter as much as asset level.
Disclosures
Financial Consultants Group, Inc., doing business as Fountain Wealth Partners, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Advisory services are offered only where Fountain Wealth Partners and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Fountain Wealth Partners provides tax-aware and estate-planning coordination alongside your independent CPA and estate attorney; the firm does not provide legal or tax advice, draft legal documents, or act as an attorney or corporate trustee. For full details regarding advisory fees, account minimums, and potential conflicts of interest, please review our Form CRS and Form ADV Part 2A at
Disclosures.
