Financial Expertise for Your Family

​There is no shortage of family responsibilities and competing priorities these days.  Fortunately, many of us are in the driver's seat and relish the opportunity to partner with women at an investment firm that share our values with regard to our careers, families and responsibilities.  We know that having a strong financial foundation is the backbone of whatever plan we choose to embrace.

Mosaic Fi is proud to offer a highly experienced and credentialed team to our clients.  We are one of a handful of RIAs that provide expertise from women who are long time industry professionals.  We know markets, financial planning, investment strategy and portfolio construction.  In addition, we are wives, moms, sisters and daughters which allows us to sit squarely in your seat.    We help our clients plan for the uncertainty that inevitably comes our way.