Our Firm

Fountain Financial Group

Planning for People Who Care

Our clients are committed to planning their wealth and a comfortable lifestyle.  Our clients share their hopes, dreams needs and goals; we listen and we help them understand their options.  We work with our clients to develop a plan that reflects their own unique situation, while putting our knowledge and experience to work for their benefit.

Getting to Know Us

At Fountain Financial Group, we define our success by the results we achieve for our clients.  We believe it is our responsibility to educate, inform and empower our clients.  We offer investment, financial and estate planning services with "easy to understand" solutions.  We focus on estate planning and specialize in charitable gifting for donors of Christian ministries.  We build trusting relationships by putting our clients first; treating their finances as if they were our own.  We believe our clients will recognize our efforts and refer us to others who can benefit from our services.

Our Advisors

Our Advisors maintain the highest commitment to providing clients with the information and resources they need to make meaningful  choices for their financial future.  As Certified Financial Planners, they can walk you through the process of simplifying and organizing all aspects of your financial life, allowing you the time and clarity to focus on your dreams, values, and goals.

At Fountain Financial Group, we understand that planning is about more than finances -- it is about helping clients to preserve and grow their assets in a way  that has purpose.  We work hard each day to help ensure our clients have the confidence that comes from knowing they have a team of trusted advisors committed to working with them to help make their dreams a reality.

Cooperation and Service

We take the "team approach" to financial planning.  We encourage involvement and cooperation is the cornerstone of our client relationships.  We recognize that planning is a life long process and that our client's needs and lives will change over time, so we continue to be a source of experience and service for them as time passes.

A Distinct Difference

We realize our clients have options when it comes to choosing a financial planning partner, and we believe they deserve the very best we have to offer.  We do our best work with clients who understand the value of comprehensive planning, have investable assets of $100,000, and who are committed to the financial planning process.

If you are someone, or know of someone, who wants to learn more about our financial planning process, we invite you to contact us today.