Mosaic Financial Associates is an independent, fee-only wealth management firm based in Portland, Oregon. Registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC), the firm operates under a fiduciary standard. Their team of CERTIFIED FINANCIAL PLANNER™ professionals offers integrated services including financial planning, investment management, and retirement planning, with a mission to provide objective advice and help clients achieve their long-term financial goals.

Founded in

United States