About My Practice
IPA and its Team
Our firm was founded in 2001 with the vision of building relationships with our clients and experiencing the joys of their success. We operate as an independent fee-based financial planning firm with over 70 years of combined financial service experience. Our trusted team provides personalized attention, objective advice and a tailored comprehensive roadmap to our clients’ success.
Value to You
Our Mission is to partner with our clients on their lifelong financial journey, providing honest and objective advice. We dedicate ourselves to educate, guide and serve as our clients strive for financial success and peace of mind.
IPA's Managing Director Patrick Paxton has been the Endorsed Local Provider for The Dave Ramsey Show since 2003.
Our Connection to the Dave Ramsey Show
David Fountain is a Certified Financial Planner® professional. He has over 20 years of financial service experience and serves as a Senior Financial Planner for IPA. David's goal is simplify your financial situation, while providing comprehensive solutions enabling you to realize your dreams. He is a member of the Financial Planning Association and Estate Planning Council - while also involved with Rotary and Leadership Forsyth. David lives in Cumming with his wife Kim of 20 years and daughters Ashley and Megan.
Our Clients Come First
COMPASSION - caring about the dreams and goals of those we serve.
INTEGRITY - honesty, fairness and ethics are the foundation of our firm.
INDEPENDENCE - using our years of experience providing objective, unbiased advice - guided by faith.
COMMITMENT - we are dedicated to the success of our client's financial journey.
Dream. Plan. Succeed.
Our goal is simple - to guide and nurture you in the realization of your life's dreams.
Guiding your lifelong financial journey
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 65
Life insurance: GA & FL, Health/disability insurance: GA & FL, Property/casualty: GA & FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Cambridge Investment Research, Inc.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. Investment Planning Advisors, Inc. and Cambridge Investment Research, Inc. are not affiliated companies.
Considerations: Our mission is to partner with you, on your lifelong financial journey, provide you with honest and objective advice. We will educate, guide and serve you as you strive for financial success and peace of mind.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.