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ABOUT ME
If there's one thing I want you to know, it's this:
Financial Advisors are held to a much lower 'suitability standard' than a Fiduciary, from a legal standpoint. A Fiduciary is LEGALLY OBLIGATED to advise in your best interests, Financial advisors are not; they basically just have to prove that the recommendation was remotely suitable.
I am a Fiduciary - at heart, that's what I do, and I have the credentials to prove it.
Brett F. Anderson, CFP® | CIMA® | CAIA® | M.S. Econ
Founder/President; Fountainhead Wealth Planning, LLC
I am an expert, working for you.
"True financial planning is both an art and a science, and when succinctly implemented, it optimizes a client's financial positioning."
Brett Anderson, Founder, Fountainhead Wealth Planning
View Credentials
My Investment Philosophy
I believe markets work. Prices reflect the collective knowledge, expectations, and decisions of millions, incorporating information efficiently. Predicting prices is speculation; understanding expected returns is design.
Expected returns arise from systematic drivers such as company size, relative price, and profitability. These persistent patterns historically have rewarded disciplined, evidence-based exposure. Diversification across companies, sectors, and geographies spreads uncertainty, while patience allows compounding to work. Investing is about alignment with market forces, not chasing timing or relying on guesses.
For accredited investors, less efficient markets like secondary private equity can complement a disciplined public market foundation, offering potential incremental returns.
Across all markets: respect the process, trust the evidence, and let discipline reveal advantage. Investing is designing with purpose, enduring with conviction, and aligning capital with reality.
Have questions? Let’s talk.
Tools and Resources Used by Fountainhead Wealth Planning
More About Brett F. Anderson
I humanize, simplify, and clarify financial planning; no sales gimmicks, quotas, or pretense. I help clients use their resources to achieve and protect their long-term goals, always acting in the truest sense of a fiduciary. My approach is different, but it’s worth a conversation.
