Advisors at this firm
Mark J
CFP®, Series 63, Series 66
Fountain Hills, AZ
Fountain Financial Group, Inc.
Mark Johnson is a CFP® professional with over 41 years of experience in the financial industry. He has been with Fountain Financial Group, Inc. since 2003 and also serves as president of Fountain Professional Group, Inc., where he provides insurance, estate planning consulting, and education related to charitable gifting through trusts. Additionally, he is involved with Yellowstone Trust Administration, Inc., which markets tax and accounting services to financial advisors. Fountain Financial Group provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, charitable organizations, and financial professionals. The firm tailors portfolios to client objectives and risk tolerances using fundamental and charting analysis, and it offers educational seminars and training to industry professionals.
Harold W
Series 63, Series 65
Fountain Hills, AZ
Fountain Financial Group, Inc.
Harold Walpole is a financial advisor with Fountain Financial Group, Inc. in Fountain Hills, AZ, holding Series 63 and 65 licenses and bringing 29 years of industry experience. He has worked at several firms including WFG Advisors, LP and Clarus Wealth Advisors, LLC, and has operated Walpole Wealth Advisors, LLC since 2008, where he also engages in teaching and writing on technical market analysis. Outside of finance, he serves as Secretary for It's Your Health, PC. Fountain Financial Group provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as charitable organizations and other financial professionals. The firm customizes portfolios based on client objectives and risk tolerances, utilizing both fundamental and charting analysis, and offers educational seminars and training for industry professionals.
Robert W
ChFC®, Series 66
Apple Valley, MN
Fountain Financial Group, Inc.
Robert Ward is a ChFC® credentialed financial advisor with 23 years of industry experience. He has been with Fountain Financial Group, Inc. since 2017 and also serves as CEO of Oaks Financial Services, where he consults on retirement income strategies. In addition to his advisory roles, he is a licensed insurance agent and spends part of his time offering related products and advice. Fountain Financial Group provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as charitable organizations and financial professionals. The firm employs a range of strategies tailored to client objectives and risk tolerances, including fundamental and charting analysis, option writing, and third-party tactical signals.