We possess a wealth of talent and experience.

“Would a business, especially a very productive one, ever hire a key employee without doing a serious background check and in-depth interview? Yet most people, even those with high incomes, hire financial advisors after obtaining little or no background checks on these ‘employment candidates.’”

- The Millionaire Next Door

All too often, investment advisors are little more than salesman with only basic financial training or certification, whose primary skill is “closing” prospective customers. Regrettably, unqualified advisors still get paid by their clients, regardless of how much they are being overcharged or underserved. We find this situation as unacceptable as receiving health care at the hands of a so-called “physician” who hasn’t bothered to complete medical school.

MOSAIC prides itself as the home of deeply experienced professionals with difficult-to-obtain credentials, including: Chartered Financial Analyst (CFA®) charterholder, Master of Business Administration (MBA), Certified Financial Planner® (CFP®), Certified Public Accountant (CPA®), Personal Financial Specialist (PFS), and Attorney at Law. We’re confident that we stack up well against other advisors and encourage our prospective clients to compare us (and our credentials) with any other firm before retaining us.

While no advisor can guarantee investment returns, we will always strive to meet or exceed a long-term rate of return consistent with a client's risk comfort level. 

Insights from The Millionaire Next Door