Mosaic Financial Associates

Financial ServicesArizona, United States2-10 Employees

Mosaic Financial Associates is a financial services firm that provides holistic wealth management for individuals, particularly Orthopaedic Surgeons, Specialty Doctors, and executives and their families. The firm emphasizes tax-efficient planning and combines investment management with risk management and comprehensive financial planning to help clients build, protect, and distribute wealth while maintaining financial confidence. It operates as a fee-based fiduciary, offering planning, design, and implementation through a collaborative approach to align financial objectives with personal life goals.

Based in Scottsdale, Arizona, Mosaic Financial Associates positions itself as a fiduciary advocate focused on long-term wealth health rather than solely on investment performance. The company serves high-earning professionals who value a personal CFO-style service that manages financial objectives and provides ongoing oversight to ensure plans stay on track. Securities and advisory services are offered through Cetera Advisors LLC, a registered broker/dealer and investment adviser. A recent development includes the release of an Asset Protection Manual aimed at improving financial wellness and asset protection for clients.

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