Life is a journey.
Get to where you want to be.

 

For 30 years, the Bay Area has trusted Mosaic’s
wealth management experts to bring confidence and
clarity to complex lives. Our nationally-recognized
team of diverse professionals is here for a single
purpose: to help you navigate your financial life and
achieve your vision of success.

 
TAKE THE FIRST STEP

Experience Kate’s Financial Planning Story

You can trust your experience with Mosaic will be different. But, what does that really mean to you? Follow Kate on her Mosaic financial planning journey towards greater clarity and confidence.

EXPERIENCE MOSAIC

 

Keeping you informed on all
the pieces of your life.

Mosaic is committed to holistic financial planning beyond wealth management.
Be the first to read news, financial tips and upcoming events on our blog:

 

Learn more on the Mosaic Blog!

Why Choose Mosaic?

Mosaic Financial Partners was founded by industry thought leaders who felt that wealth management focused too much on sales and too little on long-term planning and life goals. That’s why we are fee-only. We’re a full-service financial planning and investment management firm, we operate as a fiduciary, and our focus is on you. Our expert Bay Area financial advisors help you connect all the pieces of your complex life into a meaningful whole.

LEARN MORE

What We Do

financial-planning
Financial Planning

Create a roadmap for financial success.

LEARN MORE
investing
Investment Management

Evidence-based investing that
helps achieve goals.

LEARN MORE

Who We Are

MEET OUR TEAM

Find The Right Fit

If you’re looking for a financial partner, Mosaic offers a no-obligation, confidential consultation so you can decide if we’re right for you.

JOIN MOSAIC