“I left a corporate accounting career, five months before my first child was born… with no clients, no salary, and no backup plan. Just belief that I was meant to be a financial advisor.”

I talked to Ed Wildermuth, co-founder of Mosaic Wealth Advisors.

His start as a financial advisor is much more different than almost everyone, taking a huge leap of faith right before having his first kid.

From our convo, I immediately could tell he was meant to be a financial advisor.

He moved to Nashville, started from zero, and built a planning business from scratch.

Then he did it again in Indianapolis.

Mid-pandemic. No connections. Just conviction and spreadsheets.

Now he runs Mosaic, one of the most intentional planning firms I’ve seen. Focused on tax, benefits, and building something that lasts 30+ years.

We covered:

>How a CPA background shaped his approach to planning
>Why he left corporate life just before becoming a dad
>The pain and power of starting over in a new city
>Why Mosaic is built for advisors who want depth, not distraction
>What it looks like to merge practices without losing your soul

If you’ve ever thought about going independent, merging firms, or starting from scratch, this is one to study.