Fountain Financial Associates Email Format

Investment ManagementNorth Carolina, United States2-10 Employees

Fountain Financial Associates operates as an independent investment management practice focused on individuals seeking to improve their financial and personal outcomes. It constructs forward-looking plans, leverages a range of resources, applies a structured methodology, and monitors progress to support tangible results. The firm emphasizes a personalized, client-driven approach, prioritizing each family's goals over a one-size-fits-all model. Its approach is described by the firm as the "Eat Well, Sleep Well" formula.

Based in Wilmington, North Carolina, the company provides advisory services through Fountain Financial Associates, Inc., a Registered Investment Advisor, with securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC; Fountain Financial Associates, Inc., and Cetera are not affiliated. In February 2020, Fountain Financial Associates merged with CAPTRUST Advisors, LLC, indicating a regional expansion in the independent advisory field.

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