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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.

​Meet our team​ 

 

Retired
 

Helping to Plan for a Secure Retirement 

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family
 

Families 

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small biz
 

 Business Owners


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Conference room
 

Workplace Retirement Plans


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2020 5 star
 

 

 

 

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. 4016 Indianapolis-area wealth managers were considered for the award; 143 (8% of candidates) were named 2020 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.