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.
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.