It Starts With Your Story
Achieving Financial Clarity
Everyone Has a Story
At Fountainhead, we are invested in you and your story. We want to help you build and live a rich life, and that is about so much more than just your finances. It consists of your vision, values, aspirations, and your legacy. It is as unique as your fingerprint, and that is why our process begins with your story. We take the time to learn about you and the chapters of your life, both written and unwritten.
This is Our Story
“Our vision in building Fountainhead was to create a place where clients can come for real conversations about their money and their life; conversations I felt had been missing in my own life. We are intentional in our desire to create meaningful, lifelong relationships with our clients. They become a part of our family, and we work hard to earn the right to become a part of theirs as well. This intimacy allows us to do our very best work for them.”
– Marc Rock, Managing Partner
The Power Of Our Stories
As our everyday lives have become increasingly complex, so had the world of financial planning. It is a time for specialists. Our team of experienced financial professionals is dedicated to reigning in the complexities of your financial life and designing a comprehensive and objective financial solution that you understand. And as you continue to build the chapters of your life we will be there with you as a resource, carefully integrating every facet of your financial life.