Welcome to Mosaic Financial Associates. We are Anthony Williams and Marcus Ortega. Our desire to create our own firm was borne of our vision for a practice that serves as an integral advocate for our clients and the first people they contact when they have an important decision to make. Pooling a combined 40+ years of experience and insight, we help clients align the pieces of their financial future, and serve as the Orthopaedist’s Financial Advisor.
We are a full-service independent financial firm committed to helping Orthopaedic Surgeons, Specialty Doctors and high net worth clientele pursue their unique financial goals. 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.
Experience has shown us that it’s no longer enough to merely focus on building a great investment portfolio. While a strong foundation is important, it’s also crucial to reach beyond the traditional measures to ensure your finances are as healthy and happy as every other aspect of your life. We do this by carefully crafting financial plans with investment and risk management strategies to serve the unique life goals of each individual client.
We are fee-based planners who offer not only the planning and design but implementation as well. We offer a wide range of financial vehicles, strategies and services, and have developed a customized collaborative approach to help you identify your goals and make sound decisions in order to pursue them successfully. We are also fiduciaries, which means we are legally bound to put your best interests first. We take this role very seriously and hold ourselves to the highest ethical standards.
Having a personal “CFO” comprehensively develop and manage their financial objectives is something that brings great value to their lives. Our level of knowledge, attention to detail and service, along with the confidence of knowing their plan is on track leaves them perfectly positioned to focus on the things in life which really matter to them.
A significant investment in our technological systems serves our clients by providing up-to-the-minute account access, as well as streamlined account service. We have also built extensive relationships with other professionals, including Certified Public Accountants, Contract Attorneys, Estate Planning Attorneys, and Asset Protection Attorneys. We work with them collaboratively whenever we feel this is the most beneficial course of action for a client.
Due to our level of growth and exposure within the Orthopaedic Surgeon community we’ve developed an extension of Mosaic Financial Associates exclusively catering to Orthopaedic Surgeons; the Orthopaedist Advisory Group. We have been heavily immersed in the world of the speciality doctor for more than two decades, utilizing that depth of experience to establish ourselves as leaders within the Orthopaedist’s financial sector.
Please contact us if you have any questions about our firm or the range of financial products and services we provide. We look forward to helping you align the pieces of your financial future.