WEALTH MANAGEMENT | ALPHARETTA, GEORGIA
Your financial life has become more complex. Your advice should become more coordinated.
You have worked hard to accumulate meaningful wealth. As that wealth grows, however, the decisions surrounding it become increasingly connected.
Investments affect taxes. Retirement decisions affect income and portfolio risk. A business transition can reshape your family's financial future. Estate decisions affect how wealth ultimately reaches the people and causes that matter to you.
For families seeking experienced wealth management in Alpharetta, GA, Fountain Wealth Partners brings these decisions together through one coordinated wealth management relationship—helping you understand where you stand, make informed decisions, and move forward with greater confidence.
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 • 12600 Deerfield Pkwy, Suite 100, Alpharetta, GA
Advisory services offered through Financial Consultants Group, Inc., an SEC Registered Investment Advisor. Fountain Wealth Partners is a marketing name for advisory services. Registration does not imply a certain level of skill or training.
You have spent years building your legacy. Now the questions are different.
For much of your career, the financial objective may have seemed relatively straightforward: work, save, invest, grow.
Eventually, the questions become more consequential.
- Are we financially prepared to retire when we want?
- How much can we comfortably spend without jeopardizing our future?
- Are we taking more investment risk than we need?
- Could we be managing taxes more effectively?
- When should we begin Social Security or portfolio withdrawals?
- Should we consider Roth conversions or other tax-planning strategies?
- How should a future business sale or other liquidity event change our financial strategy?
- Can we help our children or grandchildren today without compromising our own security?
- Does our estate plan still reflect our family, our assets, and our intentions?
- And if something happens to one of us, will the surviving spouse know exactly what to do and whom to call?
These are no longer isolated investment questions. They are wealth management questions.
Our role is to help you understand how the pieces of your financial life fit together and provide experienced guidance as those decisions evolve.
Bringing The Pieces Together
A portfolio can be well managed while the overall financial strategy remains disconnected.
That is why our work begins with your financial life—not simply your investments.
We seek to understand what you own, what you owe, how you generate income, what you want retirement to look like, the people who depend on you, the taxes that may affect your decisions, and what you ultimately want your wealth to accomplish.
From there, we help coordinate the major areas of your financial life:
A diversified investment strategy aligned with your goals, risk tolerance, income needs, time horizon, tax circumstances, and broader financial plan.
Understanding where retirement income will come from, how much your lifestyle may require, and how investments, Social Security, pensions, required distributions, and other resources can work together.
Evaluating the tax implications of investment decisions, withdrawals, Roth conversions, charitable gifts, concentrated positions, and significant income or liquidity events alongside your CPA.
Helping ensure that account ownership, beneficiary designations, investment strategy, liquidity needs, charitable intentions, and family priorities remain aligned with the estate plan developed with your attorney.
Helping current and former business owners connect the value they have created in their companies with their personal retirement, investment, tax, and family objectives.
Helping families thoughtfully consider gifts, education funding, charitable priorities, support for children and grandchildren, and the responsibilities that accompany significant wealth.
Good advice becomes more valuable when your advisors work together.
Affluent families often have several capable professionals involved in their financial lives.
You may have an investment advisor, CPA, estate attorney, insurance professionals, business counsel, and other specialists. Each may understand one important part of your situation.
The challenge is making sure everyone is working from the same picture.
With your permission, Fountain Wealth Partners works collaboratively with your other professionals to help connect investment, tax, estate, business, and family decisions.
We do not replace your CPA or attorney. Instead, we help identify matters that may deserve their expertise, provide the financial information and analysis necessary for productive conversations, and help keep important planning opportunities from falling between separate areas of advice.
You remain at the center of every decision—with a wealth management team helping you understand how the pieces fit together.
Your portfolio has a purpose beyond performance.
Investment management is an important part of wealth management—but it should not exist independently from the rest of your financial life.
We build and manage diversified portfolios around each client’s goals, risk tolerance, time horizon, income needs, tax circumstances, and broader financial plan.
Our investment philosophy combines disciplined research with thoughtful active and passive management. Depending on your circumstances, portfolios may incorporate institutional investment strategies, individual securities, fixed income, exchange-traded funds, mutual funds, and other diversifying investments.
We continually evaluate allocation, risk, costs, tax consequences, and changing market conditions while keeping the portfolio focused on its intended role.
For one family, that may mean generating dependable retirement income. For another, preserving capital surrounding a business sale. For another, managing growth while gradually transferring wealth to the next generation.
The investment strategy should serve the plan—not the other way around.
Client assets remain in the client’s name at independent custodians, including Charles Schwab & Co. and Axos.
Some of the most valuable financial decisions happen before they become urgent.
We believe wealth management should be proactive rather than reactive.
That means looking beyond today’s account balances and investment performance to consider decisions that may be several years away.
- A retirement date.
- A large required minimum distribution.
- The exercise or sale of concentrated company stock.
- A business transition.
- A charitable gift.
- A Roth conversion opportunity.
- The sale of real estate.
- A change in tax law.
- The death or incapacity of a spouse.
- A desire to begin transferring wealth to children or grandchildren.
Planning ahead provides more time to evaluate alternatives, understand tradeoffs, coordinate with other professionals, and make thoughtful decisions rather than rushed ones.
Your strategy should continue evolving as your life, family, markets, and financial circumstances change.
| Cost & compensation element | Traditional commissioned broker | Hybrid "fee-based" firm | Fountain Wealth Partners (100% fee-only) |
|---|---|---|---|
| Direct advisory / management fee | Varies or zero (built into products) | 1.00%–1.50% advisory fee | Transparent flat or percentage-based fee |
| Insurance & annuity commissions | Up to 7.00% upfront + trail | Earned on insurance side | 0%—Never accepted |
| 12b-1 mutual fund distribution fees | Collected directly | Permitted on brokerage side | 0%—Rebated or avoided |
| Revenue sharing / custodial kickbacks | Standard practice | Common in hybrid setups | 0%—Banned by firm mandate |
| Written fiduciary agreement | No (Suitability standard) | Partial (Only on select accounts) | 100% written fiduciary commitment |
Wealth management for people who have built something meaningful
Fountain Wealth Partners primarily serves affluent individuals and families whose financial lives have reached a level where greater coordination and experienced guidance can make a meaningful difference.
Our clients often include:
- Successful professionals and corporate executives in their peak earning years navigating complex compensation structures.
- Individuals and couples approaching retirement with substantial investment assets seeking clear, tax-aware retirement cash-flow strategies.
- Retirees managing the wealth accumulated over a lifetime with an emphasis on sustainable income and capital preservation.
- Current and former business owners connecting business value, pre-liquidity planning, and succession with personal wealth goals.
- Families navigating inheritance or significant liquidity events requiring multi-layered tax and investment coordination.
- Widows and surviving spouses assuming greater responsibility for family finances and seeking a dedicated, long-term guide.
- Families thinking intentionally about the wealth they will eventually transfer to children, grandchildren, and charitable causes.
| Cost & compensation element | Traditional commissioned broker | Hybrid "fee-based" firm | Fountain Wealth Partners (100% fee-only) |
|---|---|---|---|
| Direct advisory / management fee | Varies or zero (built into products) | 1.00%–1.50% advisory fee | Transparent flat or percentage-based fee |
| Insurance & annuity commissions | Up to 7.00% upfront + trail | Earned on insurance side | 0%—Never accepted |
| 12b-1 mutual fund distribution fees | Collected directly | Permitted on brokerage side | 0%—Rebated or avoided |
| Revenue sharing / custodial kickbacks | Standard practice | Common in hybrid setups | 0%—Banned by firm mandate |
| Written fiduciary agreement | No (Suitability standard) | Partial (Only on select accounts) | 100% written fiduciary commitment |
Many come to us because they have outgrown an investment-only or transactional advisory relationship. They want more than someone managing a portfolio—they want a team that understands the complete financial picture and helps them make informed decisions as their lives evolve.
Although many of our relationships begin with $1 million or more in investable assets, we consider each family’s circumstances, planning needs, complexity, and potential fit individually.
When greater wealth creates greater complexity
Some families require an additional level of planning and coordination.
Multiple investment accounts and entities. Trusts. Concentrated holdings. Business interests. Real estate. Charitable strategies. Significant tax considerations. Multiple generations with different needs and responsibilities.
For families with substantial wealth—often $5 million or more—and more complex balance sheets, Fountain Wealth Partners offers a Private Wealth relationship designed to provide enhanced planning and coordination across the family’s complete financial picture.
The objective is not to make wealth more complicated. It is to make the complexity more manageable.
Our Unified Wealth Management Framework
We connect your entire financial life into a continuous, disciplined fiduciary strategy designed to protect and grow your family's capital. Our core wealth management methodology operates across three synchronized disciplines:
Unified balance sheet management
We consolidate and actively manage your entire net worth—liquid investment accounts, executive compensation assets, real estate holdings, and private business interests—into a single, coordinated dashboard.
Proactive tax and cash flow alignment
Wealth management requires looking ahead, not backward. We model multi-year tax brackets, analyze withdrawal sequencing, and coordinate directly with your CPA prior to year-end to minimize lifetime tax drag.
Fiduciary legacy and generational protection
We ensure your estate documents, account titling, and beneficiary structures reflect your exact intentions, working alongside your legal counsel to protect assets from unnecessary probate, litigation, and tax erosion.
David Fountain, CFP® — Founder & Lead Advisor
Sophisticated advice should still feel personal.
We believe successful wealth management requires more than technology, investment research, and financial projections.
It requires knowing the people behind the numbers.
We want to understand how you built your wealth, what you worry about, the people you want to help, what you want the next chapter of life to look like, and what you hope your wealth ultimately makes possible.
You benefit from the collective experience of an advisory team that includes five CFP® professionals while maintaining a personal relationship with people who know you and your family.
As circumstances change, you should not have to start over explaining your financial life. We want to be the team you call before making an important financial decision.
Some families require an additional level of planning and coordination.
Multiple investment accounts and entities. Trusts. Concentrated holdings. Business interests. Real estate. Charitable strategies.
Significant tax considerations. Multiple generations with different needs and responsibilities.
When greater wealth creates greater complexity
Some families require an additional level of planning and coordination.
Multiple investment accounts and entities. Trusts. Concentrated holdings. Business interests. Real estate. Charitable strategies. Significant tax considerations. Multiple generations with different needs and responsibilities.
For families with substantial wealth and more complex financial circumstances, Fountain Wealth Partners offers a Private Wealth relationship designed to provide enhanced planning and coordination across the family's complete financial picture.
The objective is not to make wealth more complicated.
It is to make the complexity more manageable.
Specialized Wealth Management Pathways
Fountain Wealth Partners organizes advisory services into two dedicated practices: Private Wealth for complex multi-generational estates and Virtual Wealth for mobile families nationwide.
To match your specific level of wealth complexity and family footprint, we deliver unconflicted fiduciary guidance through two structured pathways:
Private Wealth for High-Net-Worth Families
Virtual and National Wealth Management
Some families require an additional level of planning and coordination.
Multiple investment accounts and entities. Trusts. Concentrated holdings. Business interests. Real estate. Charitable strategies. Significant tax considerations. Multiple generations with different needs and responsibilities.
For families with substantial wealth and more complex financial circumstances, Fountain Wealth Partners offers a Private Wealth relationship designed to provide enhanced planning and coordination across the family's complete financial picture.
The objective is not to make wealth more complicated.
It is to make the complexity more manageable.
Customized fiduciary guidance for multi-generational estates, family governance, and complex balance sheets.
As your balance sheet expands, managing multi-tiered accounts, private holdings, and multi-generational stewardship requires deliberate, partner-level coordination. Our private wealth practice provides dedicated senior advisor access, custom asset allocation, and family office services.
- Family governance and stewardship: Structured frameworks to prepare children and grandchildren for responsible wealth stewardship across generations.
- Family office coordination: Consolidated reporting and active management across liquid portfolios, real estate, and private assets.
- Direct partner access: Proactive, ongoing strategy and balance sheet reviews led directly by firm partners.
High-touch, fee-only fiduciary advisory for mobile families and clients nationwide.
Whether you're relocating from Georgia, managing assets across multiple states, or prefer the convenience of modern digital advisory, our national practice delivers the same fiduciary care without geographical limits.
- Multi-state continuity: Seamless advisory for North Fulton families with secondary residences or family members across the country.
- Tax and domicile coordination: Guidance on multi-state real estate assets and tax-efficient retirement relocation.
- Direct partner access: Collaborative video strategy sessions with your lead advisor, wherever you are.
A Disciplined Process Designed Around Your Goals
Step 1: Initial Discovery Conversation
A brief, confidential discussion to understand your family’s priorities, answer your immediate questions, and determine whether our fee-only fiduciary model is the right mutual fit.
Step 2: Written Wealth and Tax Roadmap
We review your balance sheet, existing portfolio, and recent tax returns to identify structural efficiencies, tax-aware opportunities, and fee transparency—presented in a concise summary, yours to keep with zero obligation.
Step 3: Structured Implementation and Ongoing Stewardship
If we choose to partner together, we coordinate seamless in-kind asset transfers to help avoid unnecessary capital gains, align directly with your CPA and attorney, and conduct structured ongoing reviews.
Questions high-net-worth families ask us
How does your "Fee-Only" model protect me from conflicts of interest?
As a 100% fee-only firm, our only source of compensation is the transparent advisory fee agreed upon with you. Our advisory fee is a tiered percentage of assets under management that scales down as your portfolio grows—fully disclosed in writing before you make any commitment, with no hidden wrap fees, trading commissions, or platform markups. View our full regulatory filings on our Disclosures page.
What asset level do you typically manage?
Many of our wealth management relationships begin around $1,000,000 in investable assets, while our Private Wealth practice often serves families with $5,000,000 or more. However, we assess prospective client engagements based on total planning complexity, family needs, and long-term mutual alignment rather than an arbitrary threshold.
Will you collaborate with my existing CPA and estate attorney?
Yes. Active collaboration is central to our process. With your permission, we coordinate directly with your trusted tax and legal professionals so your investments, tax-aware strategies, and estate documents function as one synchronized system.
How are my assets protected?
Fountain Wealth Partners never takes direct custody of your funds. All client assets are held in your name at leading independent institutional custodians, including Charles Schwab & Co. and Axos, providing complete account segregation, SIPC protection, and transparent independent reporting.
Can I work with Fountain Wealth Partners if I live outside of Georgia or travel frequently?
Yes. In addition to our North Georgia offices, we work with clients across the country and support families who maintain multiple residences, utilizing secure video conferencing, digital document portals, and cloud-based planning tools through our virtual wealth management services.
David Fountain, CFP® — Founder & Lead Advisor
You do not need to have everything organized before talking with us.
The first step is simply a conversation.
We will ask what prompted you to reach out, what you have built, what decisions or concerns are on your mind, and what you would like an advisory relationship to provide.
You do not need to bring statements, tax returns, estate documents, or a perfectly organized financial picture to the initial meeting.
It is an opportunity for us to learn about you—and for you to learn about us.
If there appears to be a good fit, we can then take a more detailed look at your financial circumstances and discuss how Fountain Wealth Partners may be able to help.
A confidential, no-obligation opportunity to determine whether Fountain Wealth Partners may be the right fit for you and your family.
Alpharetta Office: 12600 Deerfield Parkway, Suite 100, Alpharetta, GA 30004 Cumming Office: Serving clients across Cumming, North Fulton, Forsyth County, and nationwide. Phone: (770) 650-9392 | Web: fountainwealthpartners.com
Who we serve
We provide specialized fiduciary wealth management engineered for established pre-retirees, corporate executives, and privately held business owners.
Our advisory model solves distinct financial complexities for three core client profiles across North Fulton and nationwide:
What our clients say
Verified client experiences reflect our commitment to fiduciary transparency, proactive tax savings, and generational peace of mind.
Explore verified
Client Stories & Reviews to see how our fiduciary approach impacts families across North Fulton.
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.
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
Talk with an independent fiduciary advisor
Connect with our advisory team to discuss how integrated fiduciary wealth management supports your long-term family goals.
Direct Advisor Access • 12600 Deerfield Parkway, Suite 100, Alpharetta, GA 30004 • (770) 650-9392
Regulatory Disclosures & Trademarks
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. Past performance is no guarantee of future results. Investments involve risk and are not FDIC insured.
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.
View our full
Disclosures
(Form ADV Part 2A & Form CRS),
Privacy Policy, and
Terms of Service.
