At Mosaic Financial Partners, Inc., we work with clients who want financial advice from someone that cares about the whole person, not just the portfolio.
We are a San Francisco-based independent, fee-only wealth management boutique providing both financial planning and investment management services to individuals and families since 1987. We currently manage over $600 million in assets on behalf of our clients.
The foundation of our work is our individualized financial planning process, which allows us to get to know each client's unique personal and financial needs and offer fully customized advice. This understanding allows us to create an investment management strategy that integrates your finances with the rest of your life, creating a rich mosaic of what is truly meaningful for you.
Our team includes Certified Financial Planners, Chartered Financial Analysts, Certified Life Coaches, an Accredited Domestic Partner Advisor, and a Chartered Life Underwriter. Many have unique specialties such as handling employer stock options, Social Security, Medicare, alternative investments, marriage, divorce, LGBT planning, property casualty insurance and financial coaching.
Our focus is on the whole individual, to provide advice and service that will help make for a happy and successful life. This is what sets us apart.