Wealth Advisor in Johns Creek: Strategic Financial Planning for Technology Leaders and Executives
WEALTH ADVICE FOR ROSWELL FAMILIES
Wealth Advisor in Roswell: Coordinated Wealth Planning for Retirement and Legacy
You have spent decades building a business, a career, and a family. Now the focus begins to shift toward what comes next: turning what you have built into income you can rely on and a legacy you feel good about.
When can we retire? How do we replace a paycheck or business income? Should we consider Roth conversions before required minimum distributions begin? How will taxes and Medicare premiums affect our income? Is our estate plan still current?
Fountain Wealth Partners offers fee-only wealth management to business owners, retired executives, and families in Roswell. We connect investment management, retirement income planning, tax-aware planning, and estate coordination to support one central goal:
Helping you turn what you have built into dependable income and a lasting legacy.
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.
From Canton Street to the River: Planning for Roswell Families
Roswell's mix of established local businesses and long-time neighborhoods shapes the planning questions we hear most.
Business Transition and Liquidity
Founders and owners of closely held companies near Canton Street and the historic district often face complex succession questions. Working alongside your CPA and transaction attorney, we help owners plan for a future sale or transition, understand how deal structures such as installment sales could affect their personal finances, and build a strategy for turning business value into diversified retirement assets.
Retirement Income and Medicare Planning
Retirees and long-time residents of Willow Springs, Horseshoe Bend, and the Chattahoochee River corridor are often deciding how to draw income efficiently. That may include evaluating Roth conversions before required minimum distributions begin, considering how income decisions could affect Medicare premiums, and coordinating trusts with your estate attorney for the next generation.
When the Business Is Also the Retirement Plan
For many Roswell business owners, a large share of family wealth is tied to the company they built. Selling or handing off a company affects nearly everything: what you live on, what you owe in taxes, how you invest, your estate plan, and how you spend your days.
- What will we need from a sale to fund the life we want?
- How much have we built outside the company?
- How could the way a sale is structured affect taxes and income?
- What would happen to our family if I were unable to work before a transition?
- What do we want life after the business to look like?
Fountain Wealth Partners does not broker or value businesses. We focus on the personal side of the transition, coordinated with your CPA, transaction attorney, and estate attorney when you give us permission.
A successful sale starts with knowing what you need from it.
Replacing a Paycheck With a Plan
For decades, a paycheck or business distributions covered your spending. In retirement, income may come from several sources: investment accounts, retirement plans, Social Security, pensions, real estate, or the proceeds of a business sale. The order and timing of those sources can affect taxes, investment risk, and how long your wealth needs to last.
- Is our target retirement date realistic?
- What annual spending can our savings support?
- What is the right age for each of us to start Social Security?
- How much of the portfolio should stay invested for growth?
- How would a market drop in our first few years of retirement affect the plan?
The goal is income you can rely on, from a plan you understand.
Planning Ahead for Required Distributions and Medicare Premiums
Retirement income is not only about how much you withdraw. When you withdraw it, and from which account, can matter just as much.
Required minimum distributions can increase taxable income later in retirement. Higher income can also raise Medicare Part B and Part D premiums through the Income-Related Monthly Adjustment Amount (IRMAA). The years between retirement and the start of required distributions may offer opportunities to evaluate Roth conversions and other income planning.
Fountain Wealth Partners does not prepare tax returns or provide tax advice. With your permission, we work with your CPA to look at these questions together, ideally well before year-end.
Planning for Both Spouses, Not Just One
It is common for one spouse to handle most of the investing and financial decisions. That works well, right up until circumstances change. Good retirement planning includes making sure both of you understand where things stand, know the people advising you, and know who to call. If one spouse becomes ill or passes away, the other should not have to piece together decades of financial decisions alone.
Continuity is part of the plan.
Recognized in Roswell
Fountain Wealth Partners was named Best Financial Planner in the 2025 Best of Roswell/Crabapple reader's choice awards, a program promoted through Atlanta Best Media. The award methodology appears in the disclosures at the bottom of this page.
The firm is also a 2026 member of the Greater North Fulton Chamber of Commerce. Fountain Wealth Partners traces its history to Financial Consultants Group, which began serving North Georgia families in 1996, and is led today by President David Fountain, CFP®.
Where Roswell Clients Often Start
Wealth Management for Business Owners
Preparing your personal finances for a sale or succession, and for life after the business.
Financial Planning
Working out when you can retire, how much you can spend, and which accounts and benefits should fund each stage.
Estate and Legacy Wealth
Keeping accounts, beneficiaries, and trusts consistent with the estate plan your attorney drafted.
The Life You Want Comes Before the Portfolio You Have
We care a great deal about how your money is invested. We care even more about what it is invested for. What does a good week in retirement look like? Will you stay in Roswell year-round or spend part of the year elsewhere? And when you look back in twenty years, what do you want this money to have done?
A good plan starts with a clear picture of the life you want.
More Than One Advisor Who Knows Your Family
Your relationship is supported by a team of financial planners rather than a single advisor. If your primary advisor is traveling or unavailable, others on the team already understand your plan.
With your permission, we also connect with your CPA, estate attorney, and transaction attorney so everyone is working from the same information. Your CPA and attorney keep doing what they do best; we don't take their place.
Straightforward, Fee-Only Advice
Fountain Wealth Partners is compensated directly by our clients through disclosed advisory fees. Our recommendations don't earn us commissions on investment or insurance products. You'll have a clear explanation of our services, our advisory fee, and other possible investment costs before you commit to anything.
Who Typically Works With Us in Roswell
- Business owners preparing for a transition
- Former owners investing the proceeds of a sale
- Retired executives and corporate leaders
- Couples who have recently retired
- Surviving spouses taking on the family finances
- Households tired of coordinating their advisors themselves
Many wealth management clients come to us with at least $1 million in investable assets, and Private Wealth relationships typically start around $5 million. An account balance never tells the whole story, so we also weigh your circumstances and planning needs.
What to Expect When You Reach Out
Step 1: Initial Discovery Conversation
A confidential first conversation, with you and your spouse or partner if possible, about your retirement timeline, any business transition ahead, and what matters most to you. There is nothing to gather beforehand.
Step 2: Written Wealth and Tax Roadmap
If we both see a potential fit, we review your accounts, income sources, tax situation, business interests, and estate documents, then provide a written summary of opportunities and risks. You decide what happens next.
Step 3: Implementation and Ongoing Stewardship
If you choose to move forward, we open accounts at Charles Schwab & Co. or Axos, transition assets while helping avoid unnecessary capital gains, and, with your permission, coordinate with your CPA and estate attorney.
Our Office Is a Short Drive From Roswell
Roswell families can meet with us at our Alpharetta office or by secure video. Our main office is in Cumming.
OFFICE
12600 Deerfield Parkway, Suite 100, Alpharetta, GA 30004
PHONE
(770) 650-9392
FROM ROSWELL
A short drive north of historic Roswell via GA-400 or Highway 9.
MEETING CHOICES
Sit down with us at our Deerfield Parkway office, or connect by secure video.
Questions We Hear From Roswell Families
How does your firm work with my existing CPA?
With your permission, we share the information your CPA needs to plan ahead, such as realized gain and loss reports, 1099 summaries, and proposed Roth conversion amounts before year-end. We also discuss withdrawal timing and charitable giving with your CPA so tax decisions and investment decisions are considered together.
Can you help me prepare to sell my business?
We help with the personal side of a business transition: understanding how much you need from a sale, how proceeds could support retirement income, how your investments should change, and how the transition affects your estate plan. We do not broker or value companies, and we coordinate with your CPA, transaction attorney, and other professionals involved.
Is Fountain Wealth Partners fee-only or fee-based?
Fee-only. Fee-based advisors may be paid twice: once by you, and again through commissions on the products they recommend. That can put their interests at odds with yours. Why Fountain Wealth Partners
What Should the Next Chapter Look Like?
Some people reach out when a sale is on the horizon. Others call because retirement is a year or two away, or because they want a second opinion on the plan they already have. Whatever brings you here, start with a conversation.
You don't need to organize anything first, and you won't be asked to move your accounts. We'll learn about your goals, share how we work, and together decide whether Fountain Wealth Partners is the right fit.
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 Roswell/Crabapple" list is a reader's choice award program promoted through Atlanta Best Media. Voting takes place annually from May 15 to May 21. Award is announced in July. 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.
