MOSAIC FINANCIAL

Since 2000, The Mosaic Financial Group has been providing wealth management to successful people and their families. Based in Chicago, we also serve many clients throughout the country. Our advisory team - highly experienced professionals with a variety of professional designations, including Certified Public Accountants (CPAs), Certified Financial Planners® (CFPs®) and investment specialists - currently oversees more than $1.1 billion in client assets. The majority of our clients rely on us to manage all aspects of their finances so they may enjoy the benefits and convenience of having all their wealth management services under one roof... Founded on the principal of providing exceptional client service, we are committed to delivering proactive, responsive service and unbiased, conflict-free advice to every client, every time... By carefully integrating the many facets of their complex financial lives, we provide our clients with the freedom to focus on their careers and life goals...

Also known as: Mosaic Financial Group, LLC, The Mosaic Financial Group, LLC

Primary location: Chicago United States