Mosaic Wealth Advisors

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Welcome to the website for Mosaic Wealth Advisors, a firm committed to the financial success of its clients.

Effective January 1, 2023, Mosaic Wealth Advisors merged with Innovative Financial Services. You can learn more about Innovative Financial Services and our client-centered approach at our new website www.ioms.com or call us at 317-688-9500.

If you are already a client of our firm, you can continue to log in to your accounts at www.investor360.com.

Thank you so much. We look forward to hearing from you soon.

For more than two decades Innovative Financial Solutions, Inc., has been providing financial guidance to families in Indiana, Florida, and across the United States. Our mission is to serve your family. Our team will work closely with you to provide solutions for the multi-dimensional aspects of your family’s financial affairs.
You can expect open communication and first-class service as we provide financial advice and oversight. This is our promise to you.

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.