What’s in your future?

For thirty 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.

 

CONTACT US

 

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 a fee-only full-service San Francisco financial planning and investment management firm. Our experts help you connect all the pieces of your complicated 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 helps achieve goals.

LEARN MORE

Who We Are

MEET OUR TEAM

insights & events

Considering the pros and cons of a 15 year mortgage
WHAT dO YOU GAIN AND LOSE - WITH A 15 YEAR MORTGAGE?

Norm Boone and Kyle Morgan discuss the pros and cons of this tactic, complete with actionable tips: (Read more)

GO TO THE BLOG
Mosaic Financial Partners - Financial Fitness Challenge lead image
Take the financial fitness challenge

What healthcare docs are essential?  What's a good way to approach money matters with loved ones? Learn these and other strengthening techniques in weekly emails for 90 days - partner with us and we’ll get you in financial shape, fast. 

REGISTER NOW
2016Q4 Newsletter Front Page Snippet.jpg
dISCOVER Effective Financial Strategies

Learn actionable ways to close the retirement gender gap, save and pay for college without accruing deep debt, handle identity theft, and learn about the team’s current projects in our latest issue.

NEWSLETTER

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