Mosaic Wealth Management is a financial services firm focused on providing a holistic approach to financial planning and wealth management. The company's mission is to build long-term client relationships based on trust and personalized service, helping clients achieve their financial goals through various life stages. Their services include retirement planning, investment management, estate planning, risk management, and business succession planning. Mosaic Wealth Management operates as a marketing name for registered representatives of Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor.

Founded in

United States