David Fountain (CFP®)

David Fountain focuses in the
following client markets or areas of practice:

Business Owners

Cash Flow/Budgets/Credit Issues

Charitable Giving

College/Education Planning

Corporate Executives

Divorce Planning

Planning Specialties

Our mission is to provide value to your overall financial picture. Finances affect every aspect of our lives, so we work diligently to build a personal relationship with you and to understand your unique situation. Over the years we have gained significant experience with helping clients through the transition into retirement. We also have helped many women through the transitions of divorce or widowhood. Where ever you are in your financial journey, our team of seasoned financial professionals will provide you with a comprehensive range of services. We partner with you to develop a tailored strategy for your individual needs, which may include investment advice, retirement planning, estate planning and financial planning.

Additional Information

David brings more than 28 years of professional financial planning and investment management experience. He earned a Bachelor’s of Science degree from Palm Beach Atlantic University in Florida, and earned the CERTIFIED FINANCIAL PLANNERTM designation in 2000 from the College of Financial Planning in Colorado. David is a firm believer in the principles and biblically based curriculum that Dave Ramsey has developed for managing money. He is a graduate of The Legacy Journey by Dave Ramsey and has taught financial literacy classes at his church. Early in David’s career, he was a member of a well-established financial planning firm in his hometown of West Palm Beach, Florida. He gained invaluable experience while working on comprehensive financial plans for wealthy families. As an expert in Retirement Analysis and Asset Management, he is focused on creating tailored solutions for his clients. David is passionate about his profession and appreciates the opportunity to help individuals and families realize their dreams. While not on the job, David really enjoys involvement in the community, the outdoors and seeing the world that God has provided for us – especially with his family! His daughter Ashley lives in Maryland and works as a Marketing Specialist for Stanley Black & Decker. And his daughter, Megan, is a elementary education major at Liberty University in Virginia. David is currently serving as the treasurer on the board of directors for The Place of Forsyth. He has written several articles for the local newspaper as he explores Forsyth County on his Fountain's Food Adventures. He has enjoyed the Rotary club, Leadership Forsyth, Jesse’s House, Abba House, Mentor Me, and Meals by Grace. David loves being a part of Brown’s Bridge Church; hearing Andy Stanley speak and his involvement with the small groups like Thrive and Moneywise.