FEE-ONLY WEALTH MANAGEMENT | JOHNS CREEK, GEORGIA
Wealth Advisor in Johns Creek: Strategic Financial Planning for Technology Leaders and Executives
Years of stock grants, bonuses, and steady saving can add up to significant wealth. Often that wealth ends up spread across many places: company stock, restricted stock units, stock options, deferred compensation, workplace retirement plans, and taxable accounts.
How much company stock is too much? When should we diversify? How will taxes affect the decision to exercise or sell? When could we step back from work? Does our estate plan still match what we own?
Fountain Wealth Partners works with executives, technology and medical professionals, business owners, and families in Johns Creek. Our fee-only wealth management brings your investments, equity compensation, retirement, taxes, and estate coordination into one plan.
Helping the wealth your career created support the life you want next.
A confidential, no-obligation conversation with one of our advisors.
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. Form ADV Part 2A and Form CRS are available at Disclosures.
- What is enough for the two of us?
- How much should each child receive, and at what stage of life?
- Would helping them now mean more than leaving it later?
- How do we treat children fairly when their lives look different?
- How can we prepare the next generation for what they may inherit?
Company Stock Can Build Wealth. It Can Also Concentrate Risk.
For many Johns Creek executives, equity compensation becomes one of the largest parts of their net worth. Grants vest on different schedules, trading windows open and close, and options are taxed differently depending on their type and timing. Over time, a growing share of the family's wealth can end up tied to one company.
Questions we commonly help executives think through:
- How much of our net worth is in company stock, and how much is too much?
- Should we exercise options now, later, or in stages?
- How might an exercise or sale affect our tax bracket or the Alternative Minimum Tax?
- How should vesting RSUs fit into our investment strategy?
- When will deferred compensation pay out, and how will that affect retirement income?
- At what point could we step away from work by choice?
The right approach depends on your tax picture, time horizon, other assets, and how much risk your family can comfortably carry. We help evaluate the tradeoffs and, with your permission, coordinate with your CPA before decisions are made.
Your career built the wealth. Your plan should make sure your future does not depend on a single stock.
Financial Guidance Shaped Around Johns Creek's Professional Community
Financial planning needs in Johns Creek often reflect the community's mix of technology leaders, medical professionals, business founders, and long-time residents.
Executive Equity and Tax-Aware Timing
Executives and directors working in Johns Creek Technology Park and along the Medlock Bridge Road corridor often hold complex equity compensation: vesting restricted stock units (RSUs), incentive and non-qualified stock options (ISOs and NSOs), and non-qualified deferred compensation. Decisions about when to exercise, hold, or sell can carry Alternative Minimum Tax (AMT) and income tax considerations. Working alongside your CPA, we help evaluate diversification schedules, structured 10b5-1 selling plans where appropriate, and multi-year tax planning so company stock becomes part of a broader strategy.
Retirement Income, Liquidity, and Legacy
Families in neighborhoods such as St. Ives, Country Club of the South, and Rivermont are often moving from accumulating wealth to using it. That may involve planning retirement income across taxable, tax-deferred, and Roth accounts, preparing for or following a business sale, and coordinating trust funding and beneficiary designations with your estate attorney, so your spending plan holds up in both strong and weak markets.
Recognized by Johns Creek Readers
Fountain Wealth Partners was named Best Financial Planner in the 2025 Best of Johns Creek/Duluth reader's choice awards, a program promoted through Atlanta Best Media. The award methodology appears in the disclosures at the bottom of this page.
Busy Careers Can Leave Little Time for Your Own Financial Plan
Physicians, practice owners, and healthcare executives spend their careers focused on other people, and their own planning can easily be pushed aside. Higher earnings may begin later, after years of training. Retirement savings may be spread across hospital plans, practice plans, and personal accounts. Practice owners may also be thinking about partnership changes or an eventual transition.
We help medical professionals bring those pieces together, coordinate retirement-plan decisions with their tax and legal advisors, and plan for the years when work becomes a choice rather than a requirement.
The Years Just Before Retirement Often Bring the Most Questions
For executives, the last few years of a career often bring the biggest financial decisions: when to step away, what happens to unvested equity and deferred compensation, and how to turn a lifetime of savings into income.
- Can we retire on our own timeline?
- What can we afford to spend once the salary stops?
- What happens to unvested RSUs and options when I leave?
- When should we start Social Security?
- Should we consider Roth conversions in the years before required distributions begin?
- If one of us dies first, will the other be financially secure?
Planning early gives you more choices when the time comes.
Equity Decisions Are Often Tax Decisions
The timing of an exercise, a sale, or a deferred compensation payout can change what you owe. So we look at the tax side of decisions such as:
- Exercising options and vesting RSUs.
- Selling company stock.
- Realizing gains or harvesting losses.
- Drawing from your portfolio.
- Converting traditional IRA dollars to Roth.
- Giving appreciated stock to charity.
Fountain Wealth Partners does not prepare tax returns or provide tax advice. With your permission, we work with your CPA so tax considerations are part of the conversation before a decision is made, rather than after.
Three Places to Start
Wealth Management for Business Owners and Executives
Equity compensation, deferred compensation, and business transitions, coordinated with your broader plan.
Investment Management
A mix of investments chosen to reduce reliance on your employer's stock and fit your income needs.
Financial Planning
Retirement timing, income planning, and Social Security decisions.
Families with larger or more complex balance sheets may also want to read about our Private Wealth service.
Your Goals Come Before Your Portfolio
Before we recommend what to do with your company stock or your investments, we want to know when you would like the option to stop working, what you hope to do for your children, and what worries you most. Your answers shape the plan. The plan then shapes the portfolio.
The plan comes first. The portfolio follows.
A Team That Works With Your CPA and Attorney
Our team of financial planners, led by President David Fountain, CFP®, works alongside the professionals you already rely on, including your CPA, estate attorney, and company stock plan administrator. With your permission, we keep those conversations connected. We are not here to replace your CPA or attorney.
Paid by Clients, Not by Product Companies
Fountain Wealth Partners is a fee-only fiduciary firm. Clients pay us directly through disclosed advisory fees, and no product company pays us a commission when you buy an investment or an insurance policy. You'll know what we would do for you, what it would cost, and what other investment expenses may apply before you decide anything.
Who We Work With in Johns Creek
- Corporate executives and directors with equity compensation
- Technology leaders weighing a career change or early retirement
- Physicians, practice owners, and healthcare executives
- Professionals five to ten years from retirement
- Founders who own, or have sold, a company
- Families ready for more than portfolio management
As a rough guide, our wealth management clients often have $1 million or more to invest, and Private Wealth clients often have $5 million or more. Those figures are a starting point, not a rule.
Visiting Our Alpharetta Office From Johns Creek
Our Alpharetta office is a short drive from Johns Creek, and many clients also meet with us by secure video. The firm has served North Georgia since 1996, with its main office in Cumming.
ADDRESS
12600 Deerfield Parkway, Suite 100, Alpharetta, GA 30004
PHONE
(770) 650-9392
GETTING HERE
A short drive from Johns Creek, with access from Medlock Bridge Road and GA-400 (Exit 11 for Windward Parkway).
WAYS TO MEET
Face to face at our Deerfield Parkway office, or from home by secure video.
How Working Together Begins
Step 1: Initial Discovery Conversation
A confidential conversation, ideally with both you and your spouse or partner, about your equity compensation, career plans, and family priorities. No documents needed.
Step 2: Written Wealth and Tax Roadmap
If it looks like a good fit, we review your equity grants, accounts, tax situation, and estate documents, then share a written summary of opportunities and risks. There is no obligation to move forward.
Step 3: Implementation and Ongoing Stewardship
If you choose to work with us, we open accounts at Charles Schwab & Co. or Axos, transition assets in a way that helps avoid unnecessary capital gains, and, with your permission, connect with your CPA and estate attorney.
Common Questions From Johns Creek Executives and Families
How do you help executives with RSUs and stock options?
We start by understanding how your equity compensation fits into your overall financial picture: vesting schedules, option types, trading windows, deferred compensation, and your other assets. From there, we help you evaluate diversification schedules and exercise timing, and, with your permission, coordinate with your CPA on the tax implications before decisions are made.
Do I need to meet in person?
No. Many Johns Creek clients meet with us at our Alpharetta office, and others prefer secure video meetings. Explore Virtual Wealth Management
How is a fee-only advisor different from a fee-based advisor?
A fee-only advisor is paid directly by clients. A fee-based advisor can charge you a fee and also collect a commission on the insurance or investments they sell you, and that second source of pay can create a conflict of interest. Fountain Wealth Partners is fee-only. Why Fountain Wealth Partners
A Clear, Three-Step Path to Financial Clarity
Some families come to us with a specific decision in front of them, such as selling acreage or updating an estate plan. Others simply want to know whether everything they have built is working together. Either way, the first step is a conversation.
There is nothing to prepare, and meeting with us does not commit you to anything. We'll listen to what you have built and what you hope to pass on, explain how we work, and help you decide whether we are the right fit.
What Should Your Career Success Make Possible From Here?
Maybe a large vesting event is coming up. Maybe retirement feels closer than it used to. Maybe you already have an advisor and want a second perspective on how everything fits together. Any of those is a good reason to talk.
You don't need to prepare anything, and you can meet with us without any intention of switching advisors. We'll ask about your career, your family, and what you want the next ten years to look like, and we'll explain how we work.
A confidential, no-obligation opportunity to determine whether Fountain Wealth Partners may be the right fit for you and your family.
YOUR GOALS. OUR GUIDANCE. YOUR LEGACY.
Regulatory 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.
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.
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.
