About Us

Since 2000, The Mosaic Financial Group has been providing wealth management to successful people and their families. Based in Chicago, we also serve many clients throughout the country. Our advisory team - highly experienced professionals with a variety of professional designations, including Certified Public Accountants (CPAs), Certified Financial Planners® (CFPs®) and investment specialists - currently oversees more than $700 million in client assets. The majority of our clients rely on us to manage all aspects of their finances so they may enjoy the benefits and convenience of having all their wealth management services under one roof.

Founded on the principal of providing exceptional client service, we are committed to delivering proactive, responsive service and unbiased, conflict-free advice to every client, every time. To support this commitment:

The Mosaic Financial Group is a fee-only Registered Investment Advisor (RIA). As such, we are committed to and required by law to always act in the best interest of our clients. We receive no commissions on the solutions we recommend, meaning that our advice is always based on your financial needs. As a fee-only advisory firm, the cost of our services is entirely dependent on your unique needs. Please contact us to discuss your individual account and needs.

  • We encourage clients to call us with questions. Our clients can call without fear of being trapped in a voice-mail system or being billed by the minute.
  • We serve as each client's personal business advisor. Our role is to help make better financial decisions - from taxes, to retirement planning, to asset allocation and investment management.
  • We deliver one-stop wealth management. We serve our clients best and can deliver the greatest impact when we are involved in all areas of their finances. We encourage our clients to leverage the full breadth of our services to receive the greatest benefits.
  • We work as a cohesive team. By working closely together and serving our clients in a unified manner, we are able to make the best possible recommendations based on a complete view of each client's overall financial picture.

The Mosaic Financial Group is a fee-only Registered Investment Advisor (RIA). As such, we are committed to and required by law to always act in the best interest of our clients. We receive no commissions on the solutions we recommend, meaning that our advice is always based on your financial needs. As a fee-only advisory firm, the cost of our services is entirely dependent on your unique needs. Please contact us to discuss your individual account and needs.

The Mosaic Newsletter

5 Tax-Smart Ways to Transfer Your Wealth.
Several estate planning techniques could help you move closer to that elusive goal. Read more