Starting my firm from the ground up with a focus on providing fee-only planning to young engineers & pharmacists.
I'm looking to assist an advisor who is evaluating options for succession planning purposes. To be a good fit, the advisor would need to be fee only. Bonus points if your practice serves engineers &/or pharmacists.
I would like to continue working with my current clients and building my own practice, but am willing to do so at a slower pace if the opportunity presents itself for me to integrate into a similar practice. If a succession were to occur in the future, I'd have two distinguishable service models.
Very flexible with buyout options as long as it's a good fit and makes sense.