Mosaic Financial Associates

Mosaic Financial Associates is a holistic wealth management firm committed to helping executives, Orthopaedic Surgeons, and specialty physicians foster and protect their financial growth. Founded in 1994, the firm serves as an integral advocate for its clients, offering tax-efficient strategies designed to create, protect, and distribute wealth, providing financial freedom and confidence in their investments.

Unlike solely focusing on building investment portfolios, Mosaic Financial Associates recognizes the importance of reaching beyond traditional measures to ensure clients' finances are as healthy and happy as every other aspect of their lives. The firm carefully crafts financial plans with investment and risk management strategies to serve the unique life goals of each individual client. As fee-based planners, they offer not only planning and design but also implementation, providing a wide range of financial vehicles, strategies, and services.

One significant aspect of Mosaic Financial Associates is its role as fiduciaries, legally bound to put clients' best interests first. The firm collaboratively develops and manages clients' financial objectives, aiming to ensure they retain their hard-earned wealth. This personalized approach, combined with expertise, attention to detail, and service, leaves clients perfectly positioned to focus on the things that truly matter to them.

Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera operates under separate ownership from any other named entity.

Mosaic Financial Associates operates within the Finance, Financial Services, and Wealth Management industries.