FOUNTAIN WEALTH PARTNERS • VIRTUAL WEALTH MANAGEMENT • 100% FEE-ONLY FIDUCIARY
Fee-only fiduciary wealth advisory for multi-state lives—wherever you live or relocate
We provide high-touch virtual wealth management, multi-state tax domicile planning, and secure digital collaboration for mobile executives and families across the country.
Why software alone falls short: How automated algorithms fail during critical life transitions, tax adjustments, and market volatility.
The four pillars of human wealth management: How direct access to a dedicated senior advisor, 100% fee-only fiduciary independence, comprehensive wealth coordination, and long-term continuity protect your legacy.
What you can expect as a client: The exact written deliverables, fee transparency, and local face-to-face access you gain by partnering with an independent CFP® lead advisor.
Why software alone falls short: How automated algorithms fail during critical life transitions, tax adjustments, and market volatility.
The four pillars of human wealth management: How direct access to a dedicated senior advisor, 100% fee-only fiduciary independence, comprehensive wealth coordination, and long-term continuity protect your legacy.
What you can expect as a client: The exact written deliverables, fee transparency, and local face-to-face access you gain by partnering with an independent CFP® lead advisor.
Direct partner access with David Fountain, CFP® professional • 100% fee-only fiduciary • Serving clients nationwide • Custody at Charles Schwab & Fidelity
Relocating across state lines requires coordinated fiduciary oversight
Relocating, maintaining multiple state residences, or managing careers across state lines often leads to fragmented investment advice and unaddressed state tax liabilities.
Modern executive careers and retirement lifestyles rarely remain within one state. Many families based in North Fulton, relocate for corporate leadership roles, acquire secondary properties in Florida or North Carolina, or manage income across multiple jurisdictions. Traditional brick-and-mortar firms often struggle to maintain service during a move or lack experience with state statutory residency audits, cross-border real estate transactions, and multi-state income withholding.
Fountain Wealth Partners provides comprehensive fee-only fiduciary wealth management to families nationwide. We pair secure digital tools with direct partner-level access, ensuring your wealth strategy remains continuous wherever you live.
National reach with direct partner-level attention
We provide robust digital infrastructure, multi-state tax domicile planning, and direct partner access to families across the country.
Multi-state tax domicile and real estate coordination
Cross-border income and property ownership require strategic tax planning to minimize overall state tax drag.
We help families evaluate statutory residency rules, navigate state income tax differences (such as moving between high-tax states and zero-income-tax states like Florida or Tennessee), and coordinate multi-state property acquisitions. Our team models the tax impact of relocations before you make a move.
Collaborative digital planning tools
Secure digital tools ensure your financial plan remains accessible, transparent, and updated from anywhere.
Track your net worth 24/7, model scenarios interactively, and share files through a secure client portal. We conduct interactive video strategy sessions to share real-time scenario modeling, giving you clarity without requiring an office visit.
Direct partner-level advisory continuity
Virtual advisory at Fountain Wealth Partners means you'll work directly with credentialed firm partners.
You'll never get routed to a call center or junior desk. Every virtual client works directly with senior firm partners, including founder David Fountain, CFP® professional. Whether you're in Atlanta, Charlotte, Austin, or Denver, you maintain a dedicated advisory relationship with a team that understands your long-term goals and family history.
How Our National Fiduciary Practice Works
Our virtual wealth management methodology delivers an organized, paperless experience across three systematic steps.
Digital discovery and secure data gathering: Set up your encrypted client portal, aggregate your investment accounts, and upload relevant tax and estate files for immediate analysis.
Interactive video strategy session: Meet via high-definition video to walk through a customized wealth and tax roadmap, stress-test your portfolio against market events, and identify immediate tax efficiencies.
Seamless implementation and ongoing review: Manage electronic account transitions, execute in-kind custodial transfers, and hold regular virtual reviews to adapt your strategy as tax laws and life circumstances evolve.
Who we serve
We specialize in guiding clients who require sophisticated wealth planning delivered through a flexible, modern virtual model.
Why choose Fountain Wealth Partners?
As a 100% fee-only Registered Investment Advisor, our fiduciary duty to you remains absolute regardless of where you reside.
Discover
the fee-only difference, explore
our approach to wealth, and review our transparent pricing under
what to expect regarding fees.
Fountain Wealth Partners
Fountain Wealth Partners
100% Fiduciary across all states
(Legally bound to act in your best interest)Fountain Wealth Partners
100% Fee-Only
(Transparent asset-based fee; zero commissions or kickbacks)Fountain Wealth Partners
Direct Partner Access via Video with a dedicated, credentialed advisor
Fountain Wealth Partners
Proactive Multi-State Tax Modeling
(Direct integration with your CPA & legal team)Fountain Wealth Partners
Independent Institutional Custody
(Charles Schwab / Fidelity Investments)David Fountain, CFP® — Founder & Lead Advisor
LET'S TALK
Request a complimentary virtual portfolio and tax review
Receive an objective, confidential evaluation of your current investment fees, asset allocation, and multi-state tax exposure from anywhere in the country.
Conducted via Secure Video • Written Actionable Findings • 100% Confidential & Fiduciary
Proven client trust and
Our seamless digital onboarding provides a thorough assessment and clear written roadmap before you make any commitment to partner with us.
TESTIMONIALS HERE
SEC Rule 206(4)-1 Disclosure: Testimonial provided by a current client. No direct or indirect compensation was provided in exchange for this testimonial. Past performance is no guarantee of future results.
Our Streamlined Virtual Process
Learn more about our transparent
financial planning process across three steps:
Virtual discovery session: A 30-minute introductory video call to review your current financial situation, answer your questions, and evaluate mutual alignment.
Written wealth and tax analysis: Review your balance sheet and tax returns via our encrypted portal and present a comprehensive written roadmap outlining specific structural and tax enhancements.
Paperless onboarding and stewardship: Execute electronic custodial transfers without liquidating assets needlessly, coordinate with your CPA, and begin quarterly scheduled video strategy sessions.
Frequently asked questions: virtual wealth management
Clear information on security standards, national advisory scope, and institutional asset custody.
How do we communicate and conduct planning meetings remotely?
We utilize secure video conferencing for all strategy discussions, combined with screen sharing for real-time balance sheet and tax scenario modeling.
Between scheduled reviews, you have direct email and phone access to firm partners, alongside 24/7 access to your secure client portal and mobile app.
How are my assets protected when working with a virtual advisor?
Your assets are held in your name at major, independent institutional custodians such as Charles Schwab & Co. or Fidelity Investments.
Fountain Wealth Partners never holds physical custody of client funds. All account transfers, distributions, and authorizations require your direct verification, backed by SIPC insurance coverage against custodial insolvency (not market loss).
Can you help if we own real estate or pay taxes in multiple states?
Yes. Multi-state tax and property coordination is a cornerstone of our national wealth management practice.
We evaluate state income tax implications, assist with domicile transition planning, and collaborate directly with your CPA to ensure tax-efficient asset location across state jurisdictions.
How does paperless onboarding work?
Our entire onboarding process is fully digital, secure, and encrypted.
Link financial accounts, upload tax filings to your private vault, and sign account transfer paperwork electronically from your computer or smartphone in minutes.
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
Schedule your virtual strategy consultation
Connect with an independent CFP® fiduciary to align your investments and tax strategy across state lines.
Direct Advisor Access • 12600 Deerfield Parkway, Suite 100, Alpharetta, GA 30004 • (770) 650-9392 • Carson@FountainWealthPartners.com
Regulatory Disclosures
Advisory services offered through Financial Consultants Group, Inc., an SEC Registered Investment Advisor. Fountain Wealth Partners is a marketing name for advisory services. Advisory services are only offered to clients or prospective clients where Fountain Wealth Partners and its representatives are properly licensed or exempt from licensure. View our Disclosures (Form ADV & CRS), Privacy Policy, and Terms of Service.
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. David Fountain, CFP® professional.
