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Mosaicfi Wealth Management

EST. AUM
$112,808,698

CONTACTS

CLIENT ACCOUNTS
253

Firm Details

Metro area Chicago
CRD Number 169670
Website mosaicfi.com
Client types

Overview

Mosaic Financial Partners, Inc. is a U.S.-based registered investment adviser providing integrated wealth management and financial planning services. The firm serves individuals, families, and business owners with customized investment strategies aligned to long-term financial goals. Its services include portfolio management, retirement planning, tax strategy, and estate planning. Mosaic constructs diversified portfolios using both traditional securities and alternative investments. The firm operates under a fiduciary model, prioritizing client interests and transparency. It emphasizes a holistic approach that integrates all aspects of a client’s financial life into a unified strategy.

Platform Details

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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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