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Welcome to The Mosaic Financial Group, LLC

At Mosaic, we provide every one of our clients with highly personalized services and unbiased advice to address their needs. Whether you are a business owner seeking a CFO to manage your complex combination of business and personal assets, a busy corporate executive seeking to make the most of your current income and benefits programs, or an individual or family seeking a more secure future, our team is here to serve as your trusted wealth management partner.

Why Us?

Trust, Respect, Integrity

You can trust Mosaic to always be there when you need us, answering your questions and working with you in pursuit of your goals. Since service is all that we sell, you can count on us to:

Treat you with respect, honesty, and integrity

Work as your financial coach, always putting your interests first

Educate you to ensure that you are comfortable with each of our recommendations

Strive to exceed your expectations at every level of the relationship

Our Services

The Mosaic Financial Group provides integrated, comprehensive wealth management services focused on your unique financial needs. We believe that effective wealth management requires a bird's-eye view of all the elements of your financial life, and a clear strategy that is customized to help you meet your short- and long-term financial goals and protect your legacy.

Tax Services

Investment Advisory

Estate & Financial Planning

Based on a deep understanding of your overall financial situation, concerns about your finances, personal goals and dreams for the future, and any other factors that may impact our approach, we create an objective, consistent approach designed specifically to address your complex needs. Acting as your personal CFO, we coordinate with your entire team of advisors to ensure all of your financial and tax strategies are integrated into a single, cohesive strategy.