Comprehensive Solutions for Wealth Management, Financial Planning, and Tax & Estate Planning
Our team of professionals has extensive proficiency in wealth management, financial planning, tax consulting, and estate planning. Our breadth of capabilities enables us to effectively address all aspects of your financial life.
Institutional Expertise for Individual Investors
MOSAIC's advisors have significant experience managing money for large institutions and high net worth investors, bringing an unparalleled degree of expertise to our business. Our professional designations include: Chartered Financial Analyst (CFA) charterholder, Certified Financial Planner (CFP®), Personal Financial Specialist (PFS), Certified Public Accountant (CPA), Master of Business Administration (MBA), and Juris Doctorate (JD).
Investment Advisors to Physicians and Dentists
Our President, Don DeMuth, has been listed in Financial Advisers for Doctors by Medical Economics every year since 2008. Since 2011, Dental Products Report has consistently named Don to its list of Financial Advisers for Dentists. Don was also a member of the Editorial Advisory Board of Physician’s Management magazine.
While the majority of our clients are from the medical and dental communities, we serve people from a wide variety of professional backgrounds.
Your Money, Managed Your Way
Our goal is to help clients become and remain millionaires by taking prudent risks. However, everyone has his/her own unique views about money and varying comfort levels with risk. We respect these differences and recognize that our role is to manage your money in a manner consistent with your goals, objectives, and risk tolerance. MOSAIC never pressures clients into any investments or risks with which they’re not completely comfortable. We deliver a personalized experience that’s right for you, managed to a fiduciary standard of care.