FOUNTAINHEAD FINANCIAL MANAGEMENT, INC.

Overview

Fountainhead Financial Management, Inc. operates as a small, individually owned advisory firm focused on financial planning delivered on hourly or fixed-fee terms. The firm's regulatory snapshot classifies it as unclassified and notes it is not a multi-state adviser, not an active ESG investor, and not a capital allocator—meaning it generally places client capital with third-party managers rather than running proprietary funds. Advisory activity centers on financial planning rather than institutional pension consulting. Affiliations listed for the firm include broker-dealer relationships and a futures commission merchant connection, which suggests the firm can access brokerage platforms and futures markets for clients when appropriate. The mix of affiliations indicates an ability to combine traditional financial planning with access to alternative and derivatives markets through third-party providers.

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Location & Offices