Align the pieces
of your financial future
Align the pieces of your financial future
WELCOME TO MOSAIC

Mosaic Financial Associates is a holistic wealth management firm serving as an integral advocate for our clients. We help Orthopaedic Surgeons, Specialty Doctors and high net worth clientele and their families with tax efficient strategies designed to create and distribute wealth, providing financial freedom and confidence in your financial plan.

How we help

You work long hours and we know your free time is both limited and precious. Work can be stressful and when combined with enjoying your family, provides little room to learn, explore or handle your finances.

That’s why our services are expertly tailored to manage your money for you, so you can focus on ensuring your professional and family life are as fulfilling and happy as you deserve them to be.

At Mosaic we see the big picture, assessing how all the pieces of your financial life best fit together to serve your personal goals.

Experienced

With over two decades of experience, we know what works. We utilize a range of tools and technological systems to provide clients with up-to-the-minute account access and streamlined service. We’ll keep you on track toward achieving your goals so you can enjoy living your life.

Experienced

With over two decades of experience, we know what works. We utilize a range of tools and technological systems to provide clients with up-to-the-minute account access and streamlined service. We’ll keep you on track toward achieving your goals so you can enjoy living your life.

Experienced

With over two decades of experience, we know what works. We utilize a range of tools and technological systems to provide clients with up-to-the-minute account access and streamlined service. We’ll keep you on track to achieving your goals so you can enjoy living your life.

Specialized

Medical specialists face a unique set of issues including high taxes and considerable liability concerns. Our approach is geared specifically to high income and high net worth households with an emphasis on tax efficiencies and risk considerations.

Specialized

Medical specialists face a unique set of issues including high taxes and considerable liability concerns. Our approach is geared specifically to high income and high net worth households with an emphasis on tax efficiencies and risk considerations.

Specialized

Medical specialists face a unique set of issues including high taxes and considerable liability concerns. Our approach is geared specifically to high income and high net worth households with an emphasis on tax efficiencies and risk considerations.

Collaborative

We provide a comprehensive holistic format covering a range of financial services tailored to your unique goals and challenges. Our clients collaborate with us to develop a customized plan and implement the components, then enjoy continued interaction, coordination and monitoring.

Mosiac Financial Associates - Anthony and Marcus
Mosiac Financial Associates
Targeted advice for
Orthopaedists

Mosaic Financial Associates are a nationally recognized speaker within the medical field, serving as the orthopaedist’s financial advisor.

For more than two decades, we have immersed ourselves in the world of the specialty doctor, providing a platform for specialists, orthopaedists and high income earners to develop tangible plans to help achieve their goals. We help specialty doctors and their families with strategies designed to create, lessen overall risk, and distribute wealth by providing financial clarity at all phases of their lives.

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Our clients work hard for their wealth. We help make sure they keep it.

LEARN MORE

Our clients work hard for their wealth.

We help make sure they keep it.

LEARN MORE

If you’re ready to plan, grow and distribute your wealth, providing financial freedom and peace of mind, then please get in touch.