WEALTH MANAGEMENT IN ALPHARETTA, GEORGIA
Wealth Advisor in Alpharetta: Private Wealth Strategy for Life's Next Chapter
You have worked hard to build your wealth. Now make sure it works for you.
As financial success grows, the questions often become more complicated.
When can we comfortably retire? Are we taking the right amount of investment risk? How much can we spend without worrying about running out? Are we overlooking tax-planning opportunities? How should we help our children or grandchildren? Is our estate plan coordinated with the rest of our financial life? Are all the professionals advising us working from the same picture?
Fountain Wealth Partners provides comprehensive, fee-only wealth management for successful families, executives, business owners, and retirees throughout Alpharetta, Milton, North Fulton, and the surrounding communities.
We bring investment management, financial planning, retirement strategy, tax-aware planning, and estate and legacy coordination together around one objective:
Helping you make thoughtful decisions with everything you have built.
A confidential conversation with a CFP® professional in Alpharetta.
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. Fountain Wealth Partners offers advisory services only where it and its representatives are properly licensed or exempt from licensure. Past performance does not guarantee 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. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S. Form ADV Part 2A and Form CRS are available at Disclosures .
You May Already Have Many of the Right Pieces. The Question Is Whether They Are Working Together.
Many of the families we meet in Alpharetta and the surrounding area are not starting from scratch.
They have saved consistently. Built successful careers or businesses. Accumulated retirement and investment accounts. Purchased homes and other real estate. Established estate documents. Worked with CPAs. Supported their children. And made many good financial decisions along the way.
But eventually, success creates a different challenge.
More wealth often means more interconnected decisions.
An investment decision can affect taxes. A retirement decision can affect income and portfolio risk. A business transition can reshape the family's entire financial picture. An estate decision can affect generations. And what once could be managed account by account increasingly needs to be considered as one coordinated strategy.
That is where comprehensive wealth management becomes more valuable.
Planning-Led Wealth Management: We Begin with Your Life—Not Your Portfolio
Investments matter.
But before recommending how to invest your money, we want to understand what it needs to accomplish.
When would you like work to become optional? What kind of retirement do you envision? What income will you need? What do you want to do for your family? Are there significant purchases or experiences ahead? What concerns you? And what would you like your wealth to make possible?
Those questions become the foundation for the financial strategy.
We believe the financial plan should guide the portfolio—not the other way around.
Strategic Financial Guidance Tailored to North Fulton Communities
Financial advisory needs across Alpharetta vary significantly depending on whether your wealth is tied to corporate equity along technology corridors or capital accumulated through business ownership and long-term residency.
Executive Equity & Tax-Aware Staging
Senior corporate leaders working along Windward Parkway and Deerfield Parkway frequently navigate blackout trading windows, concentrated positions in restricted stock units (RSUs), and Alternative Minimum Tax (AMT) considerations from incentive stock options (ISOs). Our planning helps corporate executives design structured 10b5-1 selling schedules, manage equity vesting, and coordinate multi-year tax bracket staging to systematically de-risk their personal balance sheets.
Retirement Cash Flow & Legacy
Retirees, business founders, and established families living near Downtown Alpharetta, Avalon, and surrounding residential communities often focus on capital preservation and structured lifestyle distributions. Our advisory work prioritizes tax-efficient retirement distribution sequencing, multi-generational trust alignment with your estate attorney, and cash-flow insulation so family spending remains dependable across market cycles.
Greater Clarity for the Different Parts of Your Financial Life
Wealth Management
A coordinated strategy bringing investments, retirement, cash flow, taxes, estate considerations, and family priorities together.
Investment Management
Diversified portfolios designed around your objectives, income needs, risk considerations, tax circumstances, and broader financial plan.
Retirement & Income Planning
Helping you determine when you can comfortably retire, how much you can reasonably spend, and how your accumulated wealth can become a dependable source of retirement income.
Learn about Financial Planning
Tax-Aware Wealth Planning
Considering potential tax consequences before important investment, retirement, charitable, and wealth-transfer decisions are made.
Estate & Legacy Coordination
Helping connect your financial strategy with the estate and legacy priorities developed with your attorney.
Business-Owner Planning
Helping successful business owners connect the wealth inside their business with personal financial independence, retirement, succession, and potential liquidity events.
Learn about Business Owner Planning
Private Wealth
Greater coordination for families whose financial lives involve significant taxable investments, trusts, concentrated positions, business interests, real estate, charitable strategies, and multigenerational wealth.
The objective is not to make your financial life more complicated. It is to make the complexity more manageable.
When Income Replaces Accumulation, the Questions Change
Retirement changes the job of your wealth.
For much of your career, the objective may have seemed relatively straightforward:
Earn. Save. Invest. Accumulate.
But as retirement approaches, the questions change.
Can I retire? How much can we spend? Where should our income come from? When should we claim Social Security? Should we consider Roth conversions? How should the portfolio change? What happens if markets decline early in retirement? Can we afford the second home? How much can we give our children? And will the plan still work for my spouse if something happens to me?
These are no longer simply investment questions.
They are retirement, tax, investment, family, and legacy questions happening at the same time. Our role is to help bring them together.
Turning Career Success into Lasting Financial Independence
A successful career can create its own financial complexity.
Executives and professionals may accumulate wealth across multiple places:
- Employer retirement plans.
- IRAs.
- Taxable investment accounts.
- Company stock.
- Equity compensation.
- Deferred compensation.
- Real estate.
- Cash.
- Insurance.
- And other investments accumulated over decades.
Eventually, the question becomes less about each account and more about what it all adds up to.
When does the wealth you have accumulated give you the freedom to make work optional?
We help organize those pieces around a broader financial strategy designed to support the life beyond the career.
Connecting Enterprise Value with Personal Financial Independence
What is your business ultimately building for you?
Alpharetta and North Fulton are home to many successful entrepreneurs and privately held businesses.
For an owner, the line between business planning and personal financial planning can become difficult to separate.
The business may provide current income. It may represent a significant portion of your net worth. It may employ family members. It may eventually fund retirement. And one day it may be sold, transferred, or passed to another generation.
We help business owners consider an important question:
What do you ultimately want the business to make possible for you and your family?
From building wealth outside the company to preparing financially for a future transition, we help connect business success with personal financial independence.
Private Wealth: When There Are More Moving Parts, Coordination Becomes Essential
For families with significant wealth, the financial picture may extend far beyond a traditional investment portfolio.
There may be:
- Multiple accounts.
- Trusts.
- Business interests.
- Real estate.
- Concentrated investments.
- Charitable intentions.
- Significant tax considerations.
- Children and grandchildren.
- And questions about how wealth should eventually transfer to another generation.
Our Private Wealth service provides additional coordination for these circumstances.
Private Wealth relationships often involve $5 million or more in investable assets, although asset level alone does not determine fit. Complexity, planning needs, family circumstances, and the degree of coordination required are equally important.
What You Keep Can Matter as Much as What You Earn
Taxes should not drive every financial decision.
But they should rarely be ignored.
We consider potential tax implications when evaluating decisions involving:
- Investment changes.
- Capital gains and losses.
- Portfolio withdrawals.
- Roth conversions.
- Retirement income.
- Charitable giving.
- Concentrated investments.
- Business transitions.
- And wealth transfer.
Fountain Wealth Partners does not prepare tax returns or provide tax advice.
Instead, with your permission, we can work alongside your CPA so financial decisions can be considered within a broader tax-aware strategy.
Your Advisors Should Know One Another
Good advice becomes more valuable when the people providing it are working together.
Successful families often have several professionals involved in their financial lives.
A CPA. An estate attorney. An insurance professional. Perhaps a business attorney or other specialist. And a wealth advisor.
Each may be very good at what they do.
The challenge is making sure important decisions are not being made in isolation.
With your permission, Fountain Wealth Partners can help coordinate conversations among the professionals advising your family.
We do not replace your CPA or attorney.
We help connect the financial strategy with the work they are already doing for you.
Five CFP® Professionals: Sophisticated Advice Should Still Feel Personal
Fountain Wealth Partners brings together five CFP® professionals—David Fountain, Sandee Fricks, Carolyn Flournoy, Joey Hampton, and Jake McTyre—and a broader team supporting financial planning, investment management, and the client experience.
That gives clients access to multiple perspectives and greater continuity without sacrificing the personal nature of the relationship.
We want to know you. We want to know your spouse. When appropriate, we want to know your children.
And if something unexpected happens, we do not want your family introducing themselves to their financial advisory team for the first time.
We want to already know them.
Advice, Not a Sales Relationship: Our Clients Pay Us for Guidance
Our clients pay us for advice.
Fountain Wealth Partners provides advisory services through a fee-only fiduciary relationship.
Our clients compensate us directly through disclosed advisory fees.
We do not receive commissions for recommending or selling investment or insurance products.
Our goal is straightforward:
Understand what you are trying to accomplish and provide advice around what we believe makes sense for you.
Before becoming a client, an advisor will explain how the relationship works, the services we would provide, and the advisory fee that would apply to your circumstances.
Our Best Relationships Are Built Around More Than an Account Balance
We commonly work 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
- Families managing inherited wealth
- Families thinking about children, grandchildren, and legacy
- Individuals who have outgrown an investment-only advisory relationship
- Families seeking greater coordination among their financial professionals
Many of our wealth management relationships begin with $1 million or more in investable assets. Our Private Wealth relationships often involve $5 million or more.
But an account balance alone does not determine whether the relationship makes sense. The right fit depends upon your circumstances, planning needs, complexity, and the kind of advisory relationship you are seeking.
Wealth Management Close to Home in North Fulton
Fountain Wealth Partners is expanding its presence in Alpharetta as part of our continued investment in the families and communities we serve.
From Alpharetta, we are positioned to serve families throughout:
- Alpharetta
- Milton
- Johns Creek
- Roswell
- North Fulton and neighboring communities
We established our firm in North Georgia in 1996, and our Main office in Cumming continues to serve families throughout Forsyth County and the surrounding region.
Today, Fountain Wealth Partners combines that local history with an expanded team, modern planning capabilities, and a comprehensive wealth management approach designed for increasingly complex financial lives.
Our capabilities are growing. The relationship remains personal.
Conveniently Located in the Deerfield Commercial Corridor
Our Alpharetta office serves as a primary regional meeting location for clients across North Fulton:
- Office Address: 12600 Deerfield Parkway, Suite 100, Alpharetta, GA 30004
- Direct Phone: (770) 650-9392
- Email Contact: Carson@FountainWealthPartners.com
- Accessibility: Conveniently located near GA-400 (Exit 11 for Windward Parkway) and Highway 9, offering easy access for clients traveling from Alpharetta, Milton, Johns Creek, and Roswell.
- Meeting Options: In-person consultations in our Deerfield conference suites or secure virtual video conferences.
A Clear, Three-Step Path to Financial Clarity
Step 1: 15-Minute Introductory Conversation
A brief, relaxed conversation designed for you and your spouse to discuss your financial questions, retirement timeline, and family priorities. No document gathering or financial paperwork is required upfront.
Step 2: Strategic Fiduciary Diagnostic
If we both agree there is a strong mutual fit, our team reviews your investment structure, tax circumstances, corporate equity, and estate framework. We provide a clear assessment of opportunities and potential risks for you to evaluate.
Step 3: Coordinated Implementation
When you decide to move forward, we coordinate your onboarding at an independent qualified custodian (Charles Schwab & Co. or Axos) and initiate direct collaboration with your CPA and estate attorney.
Questions About Working with a Wealth Advisor in Alpharetta
What is the practical difference between a fee-only fiduciary and a fee-based advisor?
A 100% fee-only firm is compensated solely by direct advisory fees paid by clients. We do not accept commissions, sales loads, product placement fees, or 12b-1 mutual fund kickbacks. "Fee-based" advisors, by contrast, may charge an advisory fee while also receiving commissions or incentives from selling insurance or investment products, introducing potential conflicts of interest. Explore Our Fiduciary Approach
Why are specific fee percentage tiers not listed directly on this page?
Advisory fees depend on the specific scope, asset level, and planning complexity of each household relationship. Rather than publishing a static grid that may not reflect your exact circumstances, we explain the applicable tiered schedule before engagement and maintain our complete fee schedule in Item 5 of our Form ADV Part 2A. Learn More on Our Fees Page
How do you handle coordination with my existing CPA and estate attorney?
With your authorization, we communicate directly with your CPA ahead of tax deadlines to synchronize capital gain realization, asset location, and multi-year Roth conversion timing. We also work with your estate attorney to verify that asset titling and beneficiary designations reflect your current trust structures. Learn About Our Collaborative Process
Where are my investment accounts held?
Client assets are held in custody with independent, qualified institutional custodians—specifically Charles Schwab & Co. and Axos. Fountain Wealth Partners never takes direct custody of client funds; we manage portfolios under a limited power of attorney with full institutional statement transparency.
Should both spouses attend the introductory conversation?
Yes. We strongly encourage both spouses or partners to participate. Major wealth, retirement, and legacy decisions involve shared lifestyle goals and family values, and our discovery process ensures both of you have an equal voice in shaping your long-term financial roadmap.
30 Years of History. Built for What Comes Next.
Experience matters. So does continuing to evolve.
Our firm began as Financial Consultants Group in 1996.
Over the following three decades, the firm, our team, and the financial lives of our clients continued to grow.
Today, under the leadership of President David Fountain, CFP®, Fountain Wealth Partners carries that history forward with:
- Five CFP® professionals
- Fee-only fiduciary advice
- Planning-led wealth management
- A disciplined investment approach
- Tax-aware financial planning
- Professional coordination
- An established North Georgia presence
- And a growing Alpharetta presence
We have changed our name because the firm has evolved.
But the principle behind the relationship remains the same:
Know the client. Understand what matters. And help them make thoughtful financial decisions.
You Don't Need to Know Whether You Need a New Advisor Before Meeting Us
Perhaps retirement is getting closer. Perhaps your wealth has become more complicated. Perhaps you already have an advisor but would like a more coordinated approach. Or perhaps you simply want another perspective on whether everything you have built is working together as thoughtfully as it could.
That is enough reason to have a conversation.
The first meeting is not a commitment to move your investments. It is an opportunity to get to know one another:
- Tell us what you have built.
- Tell us what is changing.
- Tell us what you are thinking about.
- And tell us what you would like your wealth to make possible.
Then we can decide together whether Fountain Wealth Partners may be the right fit for you and your family.
A confidential, no-obligation opportunity to get to know Fountain Wealth Partners.
Alpharetta | Milton | North Fulton | Cumming | Serving clients throughout North Georgia and beyond
YOUR GOALS. OUR GUIDANCE. YOUR LEGACY.
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 .
