Mosaic Wealth Advisors

Mosaic Wealth Advisors is a financial advisory firm based in Carmel, Indiana. The company employs 28 people and reports an annual revenue of $7 million. Mosaic Wealth Advisors specializes in creating comprehensive financial plans for individuals. They aim to simplify the complexities of markets, investing, and financial goals, helping clients achieve their dreams. The firm offers securities and advisory services through Commonwealth Financial Network, and fixed insurance products and services through CES Insurance Agency. Mosaic Wealth Advisors distinguishes itself through its client-centric approach, focusing on building clear and understandable financial plans tailored to each individual's needs and aspirations. You can reach Mosaic Wealth Advisors at 430 N. Rangeline Rd., Carmel, IN 46038. Their phone number is 317-688-9500. Please note that the firm's services are available only to residents of CA, FL, IL, IN, MA, MD, MI, NC, OH, SC, TN, TX, WA, WV, and WY.