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.
Expertise for Individual Investors
MOSAIC's advisors have significant experience managing money for high net worth investors, bringing an unparalleled degree of expertise to our business. Our professional credentials 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, is a Certified Healthcare Business Consultant and has published in Medical Economics and Physician's Management magazines in addition to being a member of the Editorial Advisory Board of Physician’s Management magazine.
The majority of our clients are from the medical and dental communities. However, 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.
A Fee-Only Advisor, Focused on Central Pennsylvania
While MOSAIC has client relationships across the United States, our clients are primarily located in the Harrisburg, Hershey, Lancaster, York, Carlisle, Chambersburg, and Lebanon areas. To avoid conflicts of interest, we are structured as a fee-only (not “fee-based”) firm, and have a fiduciary obligation to act in our clients' best interest—which is how we would want to be treated. MOSAIC has never received one cent of commission since our inception in 2002.
