Orthopaedist Advisory Group

About Orthopaedist Advisory Group

We have heavily immersed ourselves in the world of the specialty doctor for more than two decades, working closely with high-net-worth physicians to serve their unique financial needs. Utilizing this depth of experience, we are proud to have established ourselves as leaders within the Orthopaedist’s financial world, developing an extension of Mosaic Financial Associates exclusively catering to Orthopaedic Surgeons: the Orthopaedist Advisory Group. With a combined 40+ years of unique firsthand knowledge within this community, we have a deep understanding of what Orthopaedic Surgeons experience both personally and professionally. You’ve dedicated more than a decade of your adult life to becoming an Orthopaedic Surgeon, leaving little to no time to develop real financial world experience. With 4 years in undergrad, 4 years in medical school and 6 years in training, you simply haven’t had time to pursue financial education, resulting in the potential for financial mistakes and often making poor decisions. The Orthopaedist Advisory Group was created to take the helm of your financial decision making and help guide you towards your goals. We have developed a comprehensive and coordinated planning service that takes care of all your personal and business needs in a timely, efficient and concise manner. You know first hand the value of your free time. You strive to maximize every moment, achieving your financial goals and providing the ability to spend more time doing what you love. Our planning platform understands this, allowing you to fully engage in those activities with confidence because you KNOW you are on track. 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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