Fountain Hills, AZ Office
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Fountain Financial Group, Inc.
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Firm-wide stats for Fountain Financial Group, Inc.
About
Fountain Financial Group, with approximately $38.1 million in assets under management and three advisors, serves individuals (including high‑net‑worth clients), charitable organizations, and other financial professionals. The firm offers discretionary asset management, financial planning and consulting, oversight of variable annuity and universal life products, "assets held away" consulting, and educational instruction and model allocation guidance for other advisors.
The firm’s investment process combines fundamental and charting analysis and supports a range of strategies — from long‑ and short‑term holdings to options strategies — implemented under discretionary authority and reviewed at least quarterly. FFG may recommend or engage third‑party money managers and, in certain strategies, incorporate proprietary trading signals from an external signal provider while monitoring managers and client accounts for continued suitability.
FFG is distinctive among peers for its regular public and professional seminars and workshops and for contracting educational instruction and model allocation guidance to unaffiliated registered representatives, services that are less commonly offered by firms its size. The firm also maintains an affiliated insurance and precious‑metals business and receives referral/incentive arrangements from certain third‑party managers, relationships the firm discloses and manages through procedures to address potential conflicts of interest.
Based on Fountain Financial Group, Inc.
Expertise
Based on Fountain Financial Group, Inc.
Location
16921 E Palisades Blvd, Suite 105
Fountain Hills AZ 85268
Advisors at this office
2
Advisors at this office
Mark J
CFP®, Series 63, Series 66
Fountain Hills, AZ
Fountain Financial Group, Inc.
Mark Johnson is a CFP® with 42 years of industry experience, currently serving as an advisor at Fountain Financial Group, Inc. since 2003. He also holds leadership roles in Fountain Professional Group, Inc. and Yellowstone Trust Administration, Inc., where he provides estate planning consulting, insurance services, and tax and accounting support for charitable trust clients. Fountain Financial Group manages approximately $38.1 million in assets and serves individuals, charitable organizations, and financial professionals. The firm employs a combination of fundamental and charting analysis in its discretionary investment strategies and is noted for offering educational instruction and model allocation guidance to other advisors.
Harold W
Series 63, Series 65
Fountain Hills, AZ
Fountain Financial Group, Inc.
Harold Walpole is a financial advisor at Fountain Financial Group, Inc. in Fountain Hills, AZ, holding Series 63 and 65 licenses with 29 years of industry experience. He has worked at multiple firms, including WFG Advisors, LP and Walpole Wealth Advisors, LLC, where he also engaged in teaching and writing about technical market analysis. Outside of advising, he serves as secretary for It's Your Health, PC. Fountain Financial Group manages approximately $38.1 million in assets with three advisors, serving individuals, charitable organizations, and other financial professionals. The firm employs a combined fundamental and charting analysis investment process, offering discretionary asset management, financial planning, and educational services, including public seminars and model allocation guidance for other advisors.
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