Ep #359: From CPA to Starting & Growing Your Own RIA: A Conversation with Mike Troxell

If you're interested in learning about the advantages of growing your firm with like-minded advisors, hiring a virtual assistant, and having a supportive spouse, this episode is for you! Mike Troxell, founder of Modern Financial Planning, started his career in tech as an accountant but eventually transitioned into financial planning. Though he loved his job at an RIA, he decided to launch his own firm when the timing unexpectedly aligned, despite just having his first child and expecting a second.

Mike's firm focuses on clients with RSUs or stock options, often in the tech industry. We talked about how he helps clients with those unique financial decisions and his decision to bring on another advisor and hire a virtual assistant. It's a great interview full of insights and fun stories!

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/359