Who we are...
Mosaic Fi is a wealth management firm that proudly provides tailor fit financial and investment advisory services to individuals, families and small businesses.
Mosaic Fi is an independent, privately owned Registered Investment Advisor located in Lincolnshire, Illinois. Mosaic is a fee-only advisor. We do not sell any financial products or receive any commissions.
What we do...
Your life is a mosaic of resources and constraints, concerns and dreams. We create the ideal financial plan to fit your life as it evolves.
We give you a real picture of your financial life and work with you to plan for the future you want to achieve. We have a methodical and repeatable process of investing in low cost, highly diversified investments that over time give you the returns that you have earned and the freedom to pursue your dreams.
We seek to optimize your unique financial situation and help you achieve your short-term and long-term goals and objectives. Our experience, process and confidence serves to assure our clients’ portfolio structure is rigorous while reflecting your strengths and desires.