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 are here for a single
purpose: to help you navigate your financial life and
achieve your vision of success.

 

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Keeping you informed on all
the pieces of your life.

Mosaic is committed to holistic financial planning beyond
wealth management. The Mosaic team restructures 
financial advice through timely education. Be the first to
read news, financial tips and upcoming events on our blog:

 

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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 San Francisco Bay Area-based financial planning and investment management firm, and our focus is on you. Our experts help you connect all the pieces of your complex life into a meaningful whole.

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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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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.

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