Mosaic Financial Partners

Financial ServicesCalifornia, United States11-50 Employees

We work with clients who want financial advice from someone who cares about the whole person, not just your portfolio. We are a San Francisco-based, boutique, fee-only wealth management firm providing both financial planning and investment management services to individuals and families since 1987.  We are an independent fiduciary.

The foundation of our work is our individualized financial planning process, which allows us to get to know each client’s unique personal and financial needs and offer fully customized advice. This understanding allows us to create an investment management strategy that integrates your finances with the rest of your life, creating a rich mosaic of what is truly meaningful for you and your family.

We offer investment management based on a consistent philosophy, disciplined implementation, with low costs and tax sensitivity. Our team includes Certified Financial Planners™, certified life coaches, a certified divorce financial analyst, and a chartered financial analyst-in-training. All to help you make sound decisions so that your dreams can become reality.

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