Founded in 2010, Mosaic Financial Partners is an independent, fee-only wealth management firm based in San Francisco. The company operates as a fiduciary, committed to providing objective and customized financial planning and investment management for high-net-worth individuals, families, and trusts. Their mission is to help clients achieve their financial goals through a holistic approach that integrates all aspects of their financial lives, including retirement planning, estate planning, risk management, and tax strategies.

Founded in

United States