Financial Consultants Group Expands Next-Gen Stewardship Program After 30 Years
Alpharetta, United States – July 3, 2026 / Financial Consultants Group /
FOR IMMEDIATE RELEASE
ALPHARETTA, Georgia – June 20, 2026 – Financial Consultants Group, Inc., a fiduciary, fee-only registered investment adviser with three decades of service, is broadening its multi-generational stewardship program. Guided by a mindset of disciplined preparation, the wealth management firm is working to help Georgia families address the strategic demands of modern wealth transfer.
“One of the most powerful lessons of the Winter Olympics is that no medal is won alone,” said David Fountain, CFP® professional and president of Financial Consultants Group in Alpharetta. “Meaningful financial success is measured by resilience through volatility and stewardship across generations. We are looking beyond the current balance sheet to ensure these legacies remain intact for another 30 years.”
The firm’s initiative targets a persistent gap within the industry: while assets often transfer successfully between generations, the stewardship practices needed to sustain them frequently do not. By engaging heirs in the planning process at an early stage, the firm helps families align their capital with their long-term values and intentions.
“Preparing the next generation is not simply about transferring wealth; it is about aligning values and clarifying responsibilities,” said Sandee Fricks, CFP® professional and financial planner. “Our goal is to ensure that family capital serves a purpose beyond the balance sheet, preventing the common mistakes that occur when heirs receive assets without proper exposure and education.”
Founded in 1996, Financial Consultants Group is an 11-time recipient of the Best of Forsyth Award and was recognized as a Best of Georgia 2025 firm. The team includes multiple Certified Financial Planner professionals with specializations in retirement planning, estate strategy, and tax planning.
About Financial Consultants Group, Inc.
Financial Consultants Group, Inc. is a fiduciary, fee-only registered investment adviser headquartered in Cumming, Georgia, with additional offices in Alpharetta and Atlanta. The firm delivers comprehensive wealth management and financial planning services. Advisory services are offered through Financial Consultants Group, Inc., a registered investment adviser. Past performance is no guarantee of future results.
Contact Information:
Financial Consultants Group
12600 Deerfield Pkwy, Suite 100
Alpharetta, GA 30004-6108
United States
David Fountain
+1-770-627-2121
https://www.foryourfuture.net
