Professional Associations
- FPA – Financial Planning Association, Member
- NAPFA – National Association of Personal Financial Advisors, Member
- Fee-Only Network, Member
- Kingdom Advisors, Member
- Amicable Divorce Network, Member
Professional Designations
- David Fountain CFP® - CERTIFIED FINANCIAL PLANNER® practitioner since 2000
- Sandee Fricks CFP® – CERTIFIED FINANCIAL PLANNER® practitioner since 2016
- Carolyn Flournoy CFP® – CERTIFIED FINANCIAL PLANNER® practitioner since 2014
- Kimberly Foodman - MBA, Allied ASID, AIA Associate
Best of Georgia - Georgia Business Journal
- 2022, 2023, 2024 - Best Financial Planning Firm – State of Georgia
- 2021 - Best Financial Planning Firm – Georgia Regional Award
Best of Forsyth – Forsyth County News
- Best Financial Planning Firm - 2016, 2017, 2018, 2019, 2020, 2021, 2023, 2024
- Best Investment Advisor (David Fountain) - 2017, 2018, 2019, 2020, 2021, 2023, 2024
Best of North Atlanta
- Best Financial Planner Runner Up - 2024
Charitable Organizations
- The Place of Forsyth - David Fountain
- Executive Committee Member since 2019
- Leadership Forsyth – David Fountain - Class of 2008
- Leadership North Fulton - Kimberly - Class of 2023 - 2024
- Alpharetta Security Council - Kimberly - Member 2021 - Present
- Browns Bridge Church/North Point Ministries – David serves as a Financial Counselor/Advisor and taught classes.
- Hamilton Mill United Methodist Church - Sandee served as a Financial Counselor/Advisor and taught classes.