Mosaic Financial Associates Employee Directory

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.

Sign up for free to view info

Company overview Email format