Our mission is to provide our clients with an integrated, synergistic approach to wealth management, recognizing that true wealth management goes beyond building colorful Pie Charts.
Vision
With over 45 years of combined experience in financial services, our firm’s founders envisioned a planning process that exists at the intersection of finance, tax and estate. At Fountainhead Wealth Advisors, original thinking is inherent in who we are and explains why we set out to redefine wealth management.
The FWA model goes beyond making referrals to experts and brings them into the conversation at the beginning of our engagements. The goal of our integrated planning process is designed to organize, simplify, and optimize all the crucial pieces of your financial life – taxes, business, investments, real estate, insurance, retirement, estate planning, and philanthropy.
Pro·ac·tive: adj.
Creating a situation rather than responding to it after it has already taken place.
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Values
Move at the Speed of Trust
We serve our clients by first educating and empowering them to make informed decisions. We understand that this takes time which is why we will never rush or pressure you.
Strive for Greatness
We measure greatness in terms of meaningful relationships, meaningful contribution and measurable impact.
Seek Solutions, Always
Our clients think of us as a consultant and loyal friend they can turn to when they need help. We are committed to providing unbiased advice to achieve your desired outcomes.
Syn·er·gis·tic: adj.
The cooperation of multiple agents to produce an effect greater than the sum of their separate effects.
Our core team is made up of a seasoned collection of professionals from across the financial industry.
Benjamin Barbour | Co-founder, Lead Wealth Advisor
Ben is Co-Founder and Lead Advisor at Fountainhead Wealth Advisors. Ben grew up in Northern Virginia, and has helped hundreds of families in the area build sound investment strategies and retirement income plans.
Ben’s grandfather was a CPA and Financial Planner, and his influence led to a passion for finance and guiding people in managing their money. Prior to his start in financial services, he advised organizations such as NASA and Honda in developing workflows and implementing complex project management solutions and this diverse background gives him a unique approach to the financial planning process.
Ben graduated from George Mason University with a degree in Economics. On weekends, you will find the Barbours and their two dogs, Lucy and Baron at their property on the Chesapeake Bay.
Kristen Barbour | Co-Founder, Director of Operations
Kristen oversees operations to ensure a seamless experience for our clients.
Kristen previously worked at a Fortune 500 consulting firm helping federal agencies design, build, and implement innovative technology solutions.
Kristen graduated from Penn State with a degree in business and earned her Master's in Organizational Management from George Washington University. Together with Ben, you'll find them chasing after their gregarious girls - Ava and Ella.
Marilyn Toledo Nino | Client Service Specialist
As the firm’s client service specialist, Marilyn is responsible for assisting clients and prospects in multiple ways. This includes scheduling client meetings and working with clients to complete applications and account paperwork. She handles all existing client service requests such as RMDs, withdrawal, and address changes.
Marilyn graduated with a Bachelor of Science in Economics from George Mason University. She also has an Associates of Arts in Business and Communication. She joined the FWA team in 2019 after graduating. She enjoys spending time with her family and her hobbies are jogging, baking and traveling.
Fountainhead Wealth Advisors
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