Forrest Baumhover is a financial advisor and partner with Lawrence Financial Planning, an independent RIA based in Tampa that oversees more than $100 million of assets under management for 70 affluent clients. Forrest’s path to partnership as a financial advisor was a unique journey from the military to his own firm to merging with a larger firm—and quickly becoming a partner of that firm.
Forrest joins me today to share how he built his advisory from the ground up—starting before he even left the military—and the challenges he faced along the way. He’ll also discuss the groundwork he put in place before retiring from the military so he could hit the ground running, why he made the decision to merge his firm with another larger firm, and what the process was like becoming a full partner at the table with Lawrence Financial Planning.
For show notes and more visit: https://www.kitces.com/209
Financial Advisor Success