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About Mosaic Financial Associates

Mosaic Financial Associates is a holistic wealth management firm serving as an integral advocate for our clients. We help Orthopaedic Surgeons, Specialty Doctors and executives and their families with tax-efficient strategies designed to create, protect, and distribute wealth and provide financial freedom and confidence in your investments. Experience has shown us that it’s no longer enough to merely focus on building a great investment portfolio. While a strong foundation is important, it’s also crucial to reach beyond the traditional measures to ensure your finances are as healthy and happy as every other aspect of your life. We do this by carefully crafting financial plans with investment and risk management strategies to serve the unique life goals of each individual client. We are fee-based planners who offer not only the planning and design but implementation as well. We offer a wide range of financial vehicles, strategies and services, and have developed a customized collaborative approach to help you identify your goals and make sound decisions in order to reach them successfully. We are also fiduciaries, which means we are legally bound to put your best interests first. Our clients work extremely hard for their wealth and our focus is to make sure they keep it. Having a personal CFO comprehensively develop and manage their financial objectives is something that brings great value to their lives. Our level of expertise, attention to detail and service, along with the confidence of knowing their plan is on track leaves them perfectly positioned to focus on the things that really matter to them. Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

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