About Us

Our stability is your opportunity

At Mosaic Wealth Consulting, we have been providing financial services to our community for more than two decades. We help bring clarity to your understanding of the financial world through our financial planning process. We work to prepare you for important decisions that will help grow, preserve, protect and transfer the assets you have worked a lifetime to accumulate.

Most importantly, there is a culture of independence here. One that is focused on the individual.

We understand that you and your financial needs are unique. In addition to the most comprehensive financial planning services available, we provide objective, independent assessments and offer advice that is appropriate for you.

At Mosaic Wealth Consulting, we employ a fully integrated financial planning framework that provides a holistic view of your financial condition and planning issues. This approach leads to decisions that are tailored for your financial situation -- your estate, investments, retirement and business, if applicable -- is analyzed and evaluated. We then develop an objective, comprehensive financial plan specifically tailored to help towards meeting your financial needs and requirements.

Our customized approach - understanding all aspects of your finances and implementing the most appropriate strategies - helps you gain confidence that your goals may become reality.

 

Our Customized Approach

Our unique structure provides significant resources to help towards meeting your needs. We are registered representatives of Lincoln Financial Advisors Corp. a broker/dealer (Member SIPC) and a registered investment advisor. Committed to providing quality personal service, we utilize a team approach, anchored by highly skilled advisors. Our advisors are responsible for coordinating all pertinent aspects of your financial plan. Through our association with Lincoln Financial Advisors Corp., a division of Lincoln National Corporation, you benefit from the resources of a Fortune 500 company through the additional support of local and national wealth management teams.These professional teams consist of industry professionals who have strong technical backgrounds in all areas of financial planning. This business model allows our advisors a high degree of autonomy so that they can focus solely on assisting you towards meeting your financial goals.