Mosaic Financial Associates

Mosaic Financial Associates is a wealth management firm located in Tempe, Arizona. The company employs 8 people and generates approximately $9 million in annual revenue. Mosaic Financial Associates specializes in providing holistic financial planning services to Orthopaedic Surgeons, Specialty Doctors, executives, and their families. They focus on tax-efficient strategies designed to create, protect, and distribute wealth, aiming to provide clients with financial freedom and confidence in their investments. Beyond traditional investment portfolio management, Mosaic Financial Associates takes a comprehensive approach, crafting personalized financial plans that encompass investment and risk management strategies tailored to each client's unique life goals. As fee-based planners, they go beyond simply designing plans, offering implementation services and utilizing a wide range of financial vehicles, strategies, and services. Mosaic Financial Associates can be reached through their website at mosaicfa.com. Securities and advisory services are offered through Cetera Advisors LLC, Member FINRA/SIPC.