Lido Advisors, a national wealth advisory firm managing over $38 billion in regulatory assets under management (RAUM), has announced its partnership with Fountainhead Advisors, an independent wealth management firm based in Warren, New Jersey. Fountainhead Advisors manages over $1.2 billion in RAUM and specializes in delivering bespoke wealth planning and investment strategies for high-net-worth clients.
The partnership strengthens Lido Advisors’ presence in two key markets while adding a team that aligns closely with Lido’s culture and client-centric philosophy. Fountainhead Advisors, which also operates an office in San Ramon, California, is recognized for its planning-first approach and deep expertise in insurance strategies. Its advisors focus on simplifying the complexities of wealth and crafting personalized, long-term financial outcomes for families across generations.
The collaboration between the two firms is designed to enhance both companies’ ability to offer comprehensive, high-touch advisory services through expanded resources, advanced planning capabilities, and broader investment opportunities.
KEY QUOTES:
“Like Lido, Fountainhead was founded by experienced fiduciaries with a shared mission—to help families grow, maximize, and protect their legacy. This partnership expands our national footprint in two key markets and adds a team deeply aligned in culture, values, and vision. Together, we’re focused on creating exceptional value and meaningful experiences for our clients. It’s a natural fit, and we’re thrilled to empower Marc and his team as they continue guiding families across generations.”
Ken Stern, President of Lido Advisors
“We built Fountainhead as a place where clients can have genuine, forward-thinking conversations about their wealth and their lives. Partnering with Lido allows us to elevate that mission—expanding our access to advanced planning resources and sophisticated investment capabilities. We’re energized by what this next chapter means for our clients, our people, and our continued growth.”
Marc Rock, Managing Partner and Senior Financial Strategist at Fountainhead Advisors
