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 a Conversation
Choose a time that's convenient for you.
Your first conversation is simply an opportunity to tell us a little about what's happening in your financial life, ask questions, and learn more about Fountain Wealth Partners.
No preparation. No pressure. No commitment.
Contact Us
We will get back to you as soon as possible.
Please try again later.
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
Your first conversation is just that—a conversation.
We'll spend some time getting to know you, what prompted you to reach out, and the questions or decisions that may be on your mind.
We'll also tell you a little about how Fountain Wealth Partners works and answer any questions you have about our planning, investment approach, team, or fees.
If it seems worthwhile to continue the conversation, we'll explain what a next step might look like.
You don't need to make any decisions that day.
Tell us what is on your mind, such as retirement timing, executive compensation, current portfolio risk, or business transition goals.
We'll explain how our fee-only model works (we charge a direct, transparent advisory fee and receive zero commissions or third-party incentives) and how we approach tax-aware planning.
What Should We Talk About?
Whatever is on your mind.
Sometimes people come to us with a very specific question. Other times, they simply have the feeling that their financial life has become complicated enough that they'd like another perspective.
You might be wondering:
- Can we comfortably retire—and stay retired?
- Are our investments really working together, or have we simply accumulated accounts over the years?
- Are there tax-planning opportunities we're overlooking?
- Should we be doing Roth conversions—or approaching distributions differently?
- How should we prepare financially for the sale of our business or another liquidity event?
- Are our estate plan, investments, insurance, and financial plan actually coordinated?
- How much can we give to our children or grandchildren without jeopardizing our own plans?
- Would my spouse know what to do financially if something happened to me?
- Are we getting the level of planning and attention we should expect from our current advisory relationship?
You don't need to have all—or even any—of these questions figured out before we meet.
Sometimes the first conversation is simply about identifying the questions worth asking.
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?
Mostly, we listen.
We'll want to understand where you are today, what's important to you, and what prompted you to reach out.
That may include talking about your family, retirement, investments, business interests, taxes, estate planning, charitable goals, or other financial decisions you're considering.
We'll answer the questions we can, explain how we approach situations like yours, and identify areas that may deserve a closer look.
By the end of the conversation, we should both have a better sense of whether it makes sense to continue.
That's really the purpose of the first meeting.
- 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?
Nothing, unless you'd like to.
Your first conversation is about getting to know one another and understanding what's on your mind. You don't need to gather investment statements, tax returns, estate documents, or other financial records beforehand.
If you have a recent statement or financial summary you'd like us to see, you're welcome to bring it—but it isn't necessary.
Come with your questions. We'll start there.
EXISTING ADVISORY RELATIONSHIPS
What If I Already Have an Advisor?
That's perfectly fine.
Many people who speak with us already have an advisor or an established financial relationship. Meeting with us doesn't mean something has to be wrong—or that you've decided to make a change.
- More comprehensive financial planning.
- Greater retirement-income planning.
- 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.
Sometimes it's simply helpful to have another perspective.
We can talk about your current situation, the questions you may have, and whether there are areas of your financial life that deserve a closer look.
A second perspective can be valuable, even when you're comfortable with where you are.
What If I Do Decide to Make a Change?
If you decide Fountain Wealth Partners is the right fit, we'll guide you through the transition.
Our team will help coordinate the transfer of accounts, organize the details, and carefully consider taxes, existing investments, and other planning issues along the way.
There's no need to figure it all out yourself.
We'll help make the transition thoughtful, organized, and as seamless as possible.
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.
Who Typically Meets With Us?
We work with individuals and families whose financial lives have become more complex—and who value having a thoughtful plan and a team helping them manage it.
That often includes people approaching or enjoying retirement, business owners and executives, families managing significant wealth, and those navigating an inheritance, business sale, or other major financial transition.
You don't need to fit neatly into a category.
If something in your financial life has you thinking, it's worth a conversation.
Should My Spouse Come?
If you're married or share financial decisions with a partner, we encourage you both to join the conversation when possible.
It's helpful for everyone to hear the same information, ask their own questions, and feel comfortable with the people who may someday help guide important financial decisions.
But don't let scheduling get in the way of starting a conversation. We're happy to begin with either of you.
What Happens After the Meeting?
Sometimes the next step is obvious. Sometimes it's simply taking some time to think.
If we both believe there's value in continuing the conversation, we'll explain what comes next and what information would be helpful for us to review.
And if we're not the right fit, that's okay too.
The first meeting is simply a conversation—not a commitment.
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
At Fountain Wealth Partners, relationships aren't built around just one person.
Our clients are supported by a team of professionals who bring together financial planning, investment management, tax-aware strategies, and ongoing service.
Your first conversation will be with someone from our advisory team who can learn about your situation, answer your questions, and help determine the right next step.
You'll have a relationship with a firm—not simply an individual advisor.
- 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 person at one of our North Atlanta offices or virtually from wherever you are.
Choose whichever is most convenient for you.
Good conversations don't depend on where they happen.
Alpharetta Office
12600 Deerfield Parkway, Suite 100 Alpharetta, GA 30004
Phone: (770) 650-9392
Wealth Advisor Alpharetta
Virtual / National Wealth Management
Secure Video Conference & Digital Portal Serving clients throughout Georgia and across the country.
Explore Virtual Wealth Management
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.
Whether you're preparing for retirement, managing growing wealth, thinking about your family's future, or simply wondering whether there's a better way to bring everything together, we'd welcome the opportunity to talk.
There's no pressure and no expectation that you've already decided to make a change.
Start with a conversation
Option 1: Schedule Directly on Our Calendar
Choose a dedicated time that works for your schedule using our interactive booking tool.
Option 2: Send Us a Message
Prefer to share details first? Complete our short introductory form below:
Questions About Our Introductory Conversation
Is there any cost or obligation for the introductory meeting?
No. The initial conversation is a complimentary, confidential opportunity for both of us to evaluate whether our advisory capabilities align with your financial situation and long-term goals.
How does Fountain Wealth Partners charge for wealth management?
Fountain Wealth Partners is a fee-only advisory firm. Compensation is paid directly by clients through disclosed advisory fees rather than commissions for recommending or selling financial products. Wealth management fees are generally based on assets under management; the applicable arrangement is clearly explained before an engagement begins. For more information, visit our Our Fees Page and review our current Form ADV.
Where are client assets held?
Client assets are held with independent, qualified custodians, primarily Charles Schwab & Co. and Axos. You maintain direct ownership and continuous digital access to your accounts at all times.
Do I need to live in North Georgia to work with Fountain Wealth Partners?
While we meet many clients in our Alpharetta and Cumming offices, we serve clients across Georgia and throughout the United States through our secure Virtual Wealth Management Platform.
Fountain Wealth Partners is the consumer-facing brand for advisory services offered through Financial Consultants Group, Inc., a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. SEC registration does not imply a particular 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 registered individuals. For regulatory filings, visit our
Form CRS & Form ADV Disclosures.
