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History, Mission, & Vision

Our Primary Purpose

Blue Fountain was founded in 2017 first and foremost to be the answer to the question “Is my financial advisor acting independently and in my best interest or in the interest of the corporation they represent?

As a truly independent firm, our financial advisors utilize a proprietary process to deliver financial confidence, not proprietary products they are incentivized to sell their customers. This focus guides every decision we make as a firm.

At Blue Fountain Wealth our mission is simple. We treat your life savings as if it was our own. We don’t have customers we sell; we have clients we serve.

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