Fountainhead Wealth Advisors

At Fountainhead Wealth Advisors, our mission is to provide our clients with an integrated, synergistic approach to wealth management. For over 45 years combined, our founders have envisioned a planning process that exists at the intersection of finance, tax, and estate planning. As a truly independent firm with access to a variety of investments and services, we are committed to providing unbiased advice to achieve your desired outcomes.

Our Vision

Our vision is to redefine wealth management by going beyond making referrals to experts and bringing them into the conversation at the beginning of our engagements. We strive for greatness in terms of meaningful relationships, meaningful contribution, and measurable impact. Our goal is to organize, simplify, and optimize all the crucial pieces of your financial life - taxes, business, investments, real estate, insurance, retirement, estate planning, and philanthropy.

Our Values

At Fountainhead Wealth Advisors, we value the relationships we build with our clients and strive to earn their trust. We understand that building trust takes time, which is why we will never rush or pressure you into making financial decisions that are not in your best interest. We measure our greatness in terms of meaningful relationships, meaningful contribution, and measurable impact.

Our Team

Our core team is made up of seasoned professionals from across the financial industry, with a combined 45 years of experience. Our team includes Co-Founder and Lead Wealth Advisor, Benjamin Barbour, who has helped hundreds of families in the area build sound investment strategies and retirement income plans. Our Director of Operations, Kristen Barbour, oversees operations to ensure a seamless experience for our clients.

Our Services

We offer a comprehensive range of financial services, including:

• Customized Investment Portfolios
• Insurance and Risk Management
• Tax and Estate Planning
• Retirement and Estate Planning
• Opportunity Zone Funds
• 1031 Exchanges
• Wealth Management

As a truly independent firm, we are not constrained by using only proprietary solutions when managing our clients' financial well-being. We hold ourselves to the fiduciary standard, protecting our clients as we strive to provide innovative wealth management plans.

Our Approach

At Fountainhead Wealth Advisors, we take a proactive approach to wealth management. We believe in creating a situation rather than simply responding to it after it has already taken place. We take the time to educate and empower our clients to make informed financial decisions.

Why Choose Us?

We offer a unique approach to wealth management by integrating financial planning with tax and estate planning. We are committed to providing unbiased advice and strive for greatness in terms of meaningful relationships, meaningful contribution, and measurable impact. Our experienced team of professionals and comprehensive range of financial services set us apart from other financial advisors.