For over 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.
You can trust your experience with Mosaic will be different. What does that really mean to you? Follow Kate on her journey with Mosaic towards greater clarity and confidence.
Mosaic is committed to holistic financial planning beyond wealth management.
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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.
Create a roadmap for financial success.
Evidence-based investing that
helps achieve goals.
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.
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