Fountainhead Wealth Advisors Llc

What Fountainhead Wealth Advisors Llc does

Fountainhead Wealth Advisors LLC is a privately held, independent Registered Investment Advisor founded in 2019 by Benjamin Barbour and Kristen Barbour. The firm operates as a family business from Solomons Island, Maryland, with a satellite office in Reston, Virginia, and serves high net worth individuals and families nationwide following a 2020 pivot to a virtual operating model. Securities are offered through Kalos Capital, Inc. and investment advisory services through Kalos Management, Inc., neither of which is affiliated with Fountainhead.

The firm's core offering is an integrated wealth management platform organized around a proprietary seven-stage planning process — Baseline, Blueprint, Build, Grow, Protect, Give, Live — that explicitly sits at the intersection of finance, tax, and estate planning. Investment services span custom managed portfolios (including direct indexing for tax-loss harvesting), alternative investments (Private Equity, Private Real Estate, Private Credit, Oil & Gas, Royalties), 1031 Exchanges, Opportunity Zone Funds, and an insurance brokerage function. Client experience is supported by a 24/7 client portal hosted via the Kalos/Emaplan infrastructure and a free online Risk Number assessment tool.

The go-to-market is consultative and relationship-driven, targeting four HNW personas: Families in the accumulation phase, corporate Executives with concentrated equity, Retirees navigating the distribution phase, and Entrepreneurs planning business succession. Client acquisition leans on educational seminars, investment receptions, and guest-speaker events, supplemented by content marketing and a 1-on-1 review request flow. Revenue is generated through recurring advisory fees billed annually; pricing is not publicly disclosed and the firm holds itself to a fiduciary standard.

Name

Fountainhead Wealth Advisors Llc

Legal name

Fountainhead Wealth Advisors LLC

Website

https://fountainheadwa.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Fountainhead Wealth Advisors is an independent, fiduciary wealth management firm founded in 2019 that provides integrated financial planning, investment advisory, and tax/estate services to high net worth families, executives, retirees, and entrepreneurs, operating from Solomons, Maryland and Reston, Virginia.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industries

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management
• Investment advisory
• Financial planning
• Estate planning
• Portfolio management

Headquarters

HQ city

Reston

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Wealth Management Advisory Fees: Provides personal wealth management and customized financial planning services. Operates as an investment advisor with fiduciary standard.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

Fountainhead Wealth Advisors delivers integrated wealth management, combining financial planning, investment advisory, and estate planning for high net worth individuals and families. Core services span tax planning, retirement and cash flow planning, asset allocation and portfolio design, alternative investments (private equity, private real estate, private credit, oil & gas), custom managed portfolios, insurance solutions, 1031 exchanges, and Opportunity Zone funds. All services are delivered under a fiduciary standard through a seven-stage integrated planning process and supported by a 24/7 client portal.

Product overview

Fountainhead Wealth Advisors offers a unified wealth management platform combining integrated financial planning, investment management, and advisory services. The core offering includes Financial Planning Services (covering taxes, investments, real estate, insurance, retirement, estate planning, and philanthropy), supplemented by specialized investment products such as Alternative Investments (Private Equity, Private Real Estate, Private Credit, Oil & Gas, Royalties), Custom Managed Portfolios, 1031 Exchanges, and Opportunity Zone Funds. Additional services include Direct Indexing for tax-efficient investing and a Risk Assessment Tool. All services are accessible through a Client Portal providing 24/7 account access. The firm serves multiple client segments including Families, Executives, Retirees, and Entrepreneurs.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Services

Quantifiable outcome

• Access to institutional-quality portfolio management typically reserved for ultra high net worth

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• Kalos Capital, Inc.coreChannel Partner/ Reseller/ DistributorSecurities offered through Kalos Capital, Inc., located at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. They serve as the broker-dealer for securities transactions.
• Kalos Management, Inc.coreChannel Partner/ Reseller/ DistributorInvestment Advisory Services offered through Kalos Management, Inc., located at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. They provide investment advisory services.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Creative Planning: Large independent RIA offering comprehensive wealth management, financial planning, and investment advisory services. Comparable as a fiduciary, fee-only independent advisor targeting mass-affluent and HNW households — though at materially greater scale than Fountainhead.
• Carson Group: National network of independent financial advisors providing wealth management, business coaching, and investment solutions. Comparable in serving independent advisors seeking institutional-quality investments and integrated planning, though at a network rather than single-firm scale.
• Moneta Group: Independent, fee-only RIA delivering integrated financial planning, investment management, and tax/estate services to HNW families. Comparable in integrated fiduciary model; materially larger AUM and employee base.
• Savant Wealth Management: Independent, fee-only RIA offering comprehensive financial planning, investment management, and tax services to individuals, families, and businesses. Comparable integrated fiduciary offering; larger scale with multiple offices across the Midwest and Mid-Atlantic.
• Mercer Advisors: Independent national RIA offering wealth management, tax, estate, and investment advisory to HNW households. Comparable in fiduciary, fee-only positioning and integrated planning approach; scaled via M&A roll-up.
• Mariner Wealth Advisors: Large national independent RIA providing integrated financial planning, investment management, tax, and estate services to HNW families. Direct analog in service mix and fiduciary positioning; significantly larger in headcount and AUM.
• Edelman Financial Engines: Largest independent RIA in the U.S., providing wealth management, financial planning, and investment advisory to HNW and mass-affluent households. Overlaps directly with Fountainhead's client segments, though at vastly greater scale and with a hybrid advisor-plus-digital platform.

Emerging players

• Facet Wealth: Digital-first financial planning and wealth advisory firm serving mass-affluent households through virtual CFP-led engagements. Competes for the same Families/Executives/Retirees segments as Fountainhead via a tech-enabled, lower-fee model.

Direct peers

• Buckingham Strategic Wealth: Independent, fee-only RIA providing financial planning and investment management to mass-affluent and HNW clients. Closest direct analog to Fountainhead's integrated fiduciary model, operating through a hybrid of in-house advisors and partner firms.
• HoyleCohen Wealth Advisors: Independent, fee-only RIA providing comprehensive financial planning, tax, and investment advisory to HNW individuals, families, and business owners. Closely comparable in service breadth, fiduciary standard, and integrated planning philosophy.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/fountainheadwa
• LinkedInlinkedin.com/company/fountainheadwa

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fountainhead Wealth Advisors Llc