Fountainhead Financial was founded in 2003 and has been engaged in financial planning and portfolio management since its inception. Fountainhead Financial is headquartered in Chicago Illinois and serves clients around the globe in a fiduciary capacity. We take a holistic approach to managing the finances for the independently wealthy, trusts, pensions, and corporate executives.
Please Note: The scope of any financial planning and consulting services depends upon the specific requests and needs of the client. Fountainhead does not serve as a law firm or a certified public accounting firm. Fountainhead does not prepare legal documents or tax returns.