Mosaic Financial Partners
is now 
Private Ocean

 

We are pleased to let you know that we are joining
forces with another independent financial advisory firm, 
Private Ocean, which is headquartered in Marin County.

 
LEARN ABOUT PRIVATE OCEAN

Experience Kate’s Financial Planning Story

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.


EXPERIENCE MOSAIC

 

Evaluating advisory firms?
Start your adventure on the
right path.

Clarify your objectives,
interview potential planners,
analyze your top choices, and move forward 
with this interactive resource.


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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.

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What We Do

financial-planning
Financial Planning

Create a roadmap for financial success.

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investing
Investment Management

Evidence-based investing that
helps achieve goals.

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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