Who Is Fountainhead Wealth Planning?
Past performance is no guarantee of future returns;
this is NOT investment advice and is meant to be educational in nature.
“People don’t care what you know, until they know that you care.” '95
— Joe F. Anderson
“trustworthy” is the name of the game…
Financial planning begins with trust, not tactics. Before numbers, models, or strategies matter, clients must know their advisor is acting with intention, empathy, and independence. Care is the foundation that allows expertise to serve its purpose. With that in mind, this firm is built to earn trust, and what follows is why I believe the Fountainhead Wealth Planning model does just that.
Fountainhead Philosophy:
The firm is founded on unwavering commitment to integrity: from choosing Charles Schwab as custodian, to selecting technology and planning tools, designing the fee structure, and implementing a science-based investment strategy. Every decision is made with one focus: the client’s best interest.
Your best interest. Nothing else.
Academic Foundation:
I leverage knowledge associated with top-tier credentials, scientifically grounded planning tools, and a historically grounded investment strategy to increase the likelihood of clients achieving their long-term goals.
This is the disciplined application of financial science.
Behavioral Coaching:
Beyond serving as a financial advisor, I act as a behavioral coach, helping clients navigate challenging times with greater confidence and clarity. I’ll be there to coach, consult, and plan for you when times get uncertain.
A plan only works if you can stay committed to it.
Independence:
As an independent CFP®, my sole incentive is your best interest, ensuring objective advice, tailored strategies, and trust earned through action, not assumed.
Conflict-free advice.
Summary:
If you are looking for an independent advisor who will work to earn your trust, and consider the following as hallmarks of trustworthiness:
- A firm philosophy that aligns with your absolute best interests
- A complete, unemotional, and scientifically proven financial planning process
- Three of the top five finance credentials to back it up
- Years of experience guiding clients through very difficult economic and market environments
- Alignment of interests to do so
- A reputation on the line to back it up
Schedule a free, 30-minute, no-pressure, NO BS, introductory financial planning consultation with Fountainhead Wealth Planning.
Brett F. Anderson, CFP® CIMA® CAIA® M.S. Econ
Do you have questions? I'd like to help. Please call me at (864) 790-3385.