A Holistic Approach to Wealth Management

Mosaic Financial Associates is a holistic wealth management firm founded by Anthony Williams and Marcus Ortega.  Our clients enjoy customized financial plans tailored to their unique goals and challenges.  We have two primary criteria for prospective clients:  that they are ready to take personal responsibility for their financial decision making and that they are seeking a personal, long-term relationship with their advisor.

Though we specialize in the unique situations doctors face, if your goals include growing your net worth in a tax efficient manner, please take a moment to explore our website and learn if Mosaic Financial Associates LLC might be the missing piece to your financial puzzle.   

Securities and investment advisory services are offered through NEXT Financial Group, Inc., Member FINRA/SIPC.