Double Wins! Celebrating Success at the 10th Annual Best of Forsyth Awards

David Fountain, CFP® professional • March 27, 2024

We are thrilled to announce that we have again been recognized at the 10th annual Best of Forsyth Awards. Both our company and our founder, David Fountain, have secured wins in two separate categories.

About The “Best of Forsyth” Competition

The “Best of Forsyth” Awards is an esteemed yearly event recognizing outstanding businesses, organizations, and individuals in Forsyth County. This unique celebration is hosted by the Forsyth County News, a beloved local newspaper that has served the community since 1908. After a thorough process of public nominations and voting from September to October, the winners are thoughtfully chosen, representing the highest level of excellence in the county.

This year, Financial Consultants Group was voted the “Best Financial Planning Firm” in Forsyth County for the eighth time since 2016, while David Fountain won “Best Investment or Wealth Management Individual”—his seventh win since receiving the award for the first time in 2017.

Celebrating Our Eighth Win

Once again, winning Best Financial Planning Firm in Forsyth County means a great deal to us as a company. It reaffirms our dedication to our mission and validates the hard work and effort we put into serving our clients. We’d like to think this award represents the assurance that when you choose Financial Consultants Group, you’re choosing a firm recognized for its excellence in financial planning. It means that you’re entrusting your financial future to a company that is recognized by the community for acting in your best interest and helping you achieve your financial goals.

David Fountain Secures His Seventh Win

David’s win for the “Best Investment or Wealth Management Individual” award is a testament to his deep commitment to his clients and profession. With decades of experience in the financial industry, David has consistently shown his ability to provide value, build personal relationships, and offer unbiased guidance to his clients.

As a CERTIFIED FINANCIAL PLANNER™ professional, David adheres to the fiduciary standard, always acting in the best interest of his clients. This means that every piece of advice and strategy he recommends is tailored to the client’s unique financial situation and goals. He doesn’t receive any commissions or incentives from third parties, ensuring his guidance is unbiased and client-focused.

But what truly sets David apart is his dedication to building personal relationships. He believes in working closely with his clients, understanding their needs, aspirations, and concerns. This client-centric approach, combined with his extensive knowledge and experience, makes him a reliable fiduciary financial planner.

When asked about the double win, David graciously expressed, "Receiving this award from the Best of Forsyth is truly an honor, and I am incredibly grateful. I’d like to extend my heartfelt thanks to our clients, partners, and team members for their unwavering trust and support. It is because of you that I am motivated to continue doing what I love. To our valued clients in the Forsyth community, I promise that my team and I will never cease in our commitment to provide unbiased financial planning and investment management services to help you reach your financial goals."

Decades of Experience: Our Journey in Forsyth County

Our journey in Forsyth County began about 15 years ago when David Fountain founded what would later become Financial Consultants Group. Since then, we have grown significantly as a fiduciary financial planner serving Cumming, Alpharetta, and the surrounding areas.

Over the years, we have expanded our services to meet the growing needs of our clients. Today, we offer a comprehensive suite of financial planning services, including asset allocation, investment management, wealth management, estate planning, inheritance planning, and retirement planning.

Our commitment to excellence has been recognized time and again in the annual Best of Forsyth Competition. We’d like to think that these recognitions are a testament to our dedication to our clients and profession. That said, our journey doesn’t end here, as we continue to strive to look for ways to serve our clients better and contribute to our community.

Looking Ahead: Our Commitment to Your Future

We are not complacent as we celebrate our recent wins at the Best of Forsyth 2024. At the Financial Consultants Group, we always look ahead, planning for the future with the same dedication that has brought us this far.

Our plans revolve around our clients. We aim to continue expanding our services to meet their evolving needs. We are committed to staying abreast of the latest trends and developments in the financial industry to ensure our clients receive the most up-to-date and practical financial advice.

We also plan to deepen our community involvement. We believe in giving back to the community that has given us so much, and we will continue to support local associations and charitable organizations in Forsyth County.

Most importantly, we remain faithful to our clients. Our mission has always been to add value to the overall financial picture, build personal relationships with clients, and offer unbiased guidance adhering to the fiduciary standard. This firm belief is encapsulated in our slogan, “Working together for your future.”

Our slogan is more than just a catchphrase. It’s a promise that we will work hand-in-hand with our clients to help them achieve their financial goals, that we will always act in their best interest, and that we will continue to provide the highest level of service, just as we have done since our establishment in 1996.

Conclusion

If you're searching for a Cumming financial planner to assist you in reaching your financial goals, look no further than the Financial Consultants Group. Our team, led by David Fountain, has the expertise, experience, and ethical foundation to guide you in making sound financial decisions. We pride ourselves on delivering value, building personal connections, and providing unbiased advice.

Whether you require assistance with asset allocation, financial planning, investment management, wealth management, estate planning, inheritance planning, or retirement planning, we're here to help.

Take advantage of the opportunity to partner with Forsyth County's top fiduciary financial planner. Contact the Financial Consultants Group today at (770) 627-2121 or sandee@foryourfuture.net to discover how we can help you achieve your financial goals.

< Older Post Newer Post >

A clipboard with a checklist next to a pile of money and a credit card.

5 Critical Questions to Ask Yourself Today for a Healthy Financial Check-up

By David Fountain, CFP® professional • April 28, 2025

This financial check-up guide provides five key questions to assess your financial health and spark your journey toward financial freedom.

A person is holding a 20 dollar bill with an american flag sticking out of it.

5 Steps to Financial Freedom: Your Personal Checklist for a Secure Future!

By David Fountain, CFP® professional • June 27, 2024

Achieve financial freedom with this 5-step checklist, and learn how a fiduciary financial planner can guide you. Contact Financial Consultants Group today!

A man is reading a book about financial planning.

What Is Included In A Financial Plan? (Most People Get It Wrong)

By David Fountain, CFP® professional • May 24, 2024

Many people believe a financial plan revolves solely around an investment portfolio. They envision a collection of stocks, bonds, and other assets strategically chosen to maximize returns. While building a solid portfolio is essential, a comprehensive financial plan from a fiduciary financial planner encompasses a broader spectrum. Financial Consultants Group's team takes a holistic approach, crafting personalized strategies that address all facets of your financial well-being. Let's look at the critical components of a well-rounded financial plan beyond the investment portfolio: 1. Personal Cash Flow A solid cash flow analysis acts as a cornerstone for your financial life. This involves meticulously tracking your income (salary, dividends, rental income) and expenses (rent/mortgage, utilities, groceries). By understanding your cash flow, you can identify areas to optimize spending, build a realistic budget, and prioritize financial goals. 2. Risk Management Financial decisions can be fraught with risk. A financial planning firm can help you navigate these risks by identifying threats like market downturns, job losses, or critical illness. At Financial Consultants Group, we develop strategies to mitigate these risks, such as creating an emergency fund, diversifying your investments, and securing adequate insurance coverage. 3. Tax Strategies Taxes are inevitable, but a competent financial planner can help you minimize your tax burden. We stay up-to-date on the latest tax laws and explore strategies like retirement account contributions, tax-deductible expenses, and potential tax credits to maximize your after-tax income. 4. Cash Reserves Life presents unexpected challenges, but an emergency fund — a readily available cash reserve — is a safety cushion for sudden needs such as car repairs or medical emergencies. Establishing a cash cushion equivalent to 3-6 months of living expenses is advisable. This approach offers peace of mind and safeguards long-term investments from being used for immediate requirements. 5. Equity Compensation For many employees, stock options or restricted stock units (RSUs) are a form of compensation. These equity-based rewards offer ownership in the company, but navigating their complexities can be challenging. A fiduciary financial planner can guide you through the vesting schedule, tax implications, and diversification strategies to maximize the benefit of your equity compensation. 6. Education Planning College costs continue to rise, making education planning a crucial aspect of a comprehensive financial plan. Our team can help you explore options like 529 college savings plans and Coverdell Education Savings Accounts (ESAs) to save for your grandchild's education in a tax-advantaged way. We can also help you project future college costs and develop a savings strategy to meet your goals. 7. Debt Management We can explore options like debt consolidation, snowball/avalanche methods, and prioritizing high-interest debt to accelerate repayment. We'll also guide you on responsible credit card usage and budgeting strategies to avoid future debt accumulation. 8. Retirement Planning Retirement should be a time of relaxation, not financial stress. Our expert financial planners partner with you to define personalized retirement goals. We consider factors like desired retirement age, lifestyle expectations, and maximizing social security benefits. Explore retirement savings options—IRAs, 401(k)s, and Roth accounts—to secure ample funds for a comfortable retirement. 9. Estate Planning Estate planning ensures your assets are distributed according to your wishes after your passing. Our team can guide you through the process of creating a will, establishing trusts, and appointing beneficiaries. We can also help you minimize estate taxes and ensure your loved ones are cared for. 10. Insurance Planning Adequate insurance coverage protects you and your loved ones from unforeseen events. Our financial planners can assess your needs and recommend appropriate insurance products, including life, disability, and health insurance. We'll ensure you have sufficient coverage to protect your financial well-being in the face of illness, disability, or death. Conclusion Building a robust financial plan goes beyond crafting an investment portfolio. At Financial Consultants Group, our team of fee-only financial advisors in Cumming takes a holistic approach, addressing every aspect of your financial life. We are your trusted advisor, guiding you through life's financial milestones and helping you achieve your long-term goals. Are you ready to take control of your financial future? Contact Financial Consultants Group today for a complimentary consultation. Our Alpharetta fiduciaries will work diligently to understand your unique circumstances and develop a personalized plan that allows you to achieve financial security and peace of mind. Call us at (770) 627-2121 or complete our contact form to schedule your consultation.