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Mosaic Wealth Advisors

EST. AUM
$2,041,642,008

CONTACTS
3

CLIENT ACCOUNTS
4,827

Firm Details

Metro area Indianapolis
CRD Number
Website mosaic-wa.com
Client types

Overview

Mosaic Wealth Advisors is a specialized financial planning and wealth management practice operating under the SEC-registered investment advisor, Savvy Advisors, Inc. The firm exclusively targets high-earning professionals, business owners, and those facing major life transitions. It functions as a fee-based fiduciary, offering a holistic "Every Piece Matters" approach that unifies complex compensation, integrated tax planning, investments, and long-term legacy goals.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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