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“In the finance world, the Mosaic Theory refers to the method of arriving at a conclusion by piecing together bits of publicly available information.”
At Mosaic Wealth Advisors, we’re here to help you pursue your overall financial goals and guide you through the uncertainties of planning for your retirement. Using our client-centered approach, we will help you design a framework that allows you to pursue financial security for the future. We help you understand the complexities of the markets and investing and guide you on your path to achieving your financial goals and dreams.
Some things in life are complicated; achieving your goals shouldn’t be. Call us today to schedule an appointment.
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,588 Indianapolis area wealth managers were considered for the award, 241 (15 percent of candidates) were named 2018 Five Star Wealth Managers (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.