The Mosaic Difference

The dual perspectives of a CPA and a Certified Financial Planner®

That knowledge, combined with our expertise in financing and business strategies, allows us to provide more proactive and integrated financial advice.

A Unique Outside Perspective

We offer a fresh perspective on your financial history and future and we help you set and achieve your goals.

Long & Short Term Planning

Whether it’s daily challenges, like accounting, or longer term scenario analyses and retirement plans, we have solutions tailored for you.

Total Strategy Partner

Pair our financial services with our management services to develop comprehensive solutions for any situation.

How Can We Put All The Pieces Together For You?

When we have the pleasure to work with you in multiple areas, we learn more about you than other firms. 

Clients appreciate how our unique perspective and end-to-end approach naturally leads to better synergy and financial results for you.

Discover Our Financial Consulting Process For: