Our Firm

Mosaic Wealth Management, LLC offers access to brokerage and advisory services via LPL Financial, the nation's leading provider of truly independent investment services*.  Our combined 40+ years of experience coupled with access to a wide variety of financial products and services allow us to provide clients with comprehensive financial services and investment management.  We seek to do so with the highest degree of integrity, trust and service and will work toward pursuing your goal through a well-defined investment plan, along with ongoing monitoring of the plan's performance and your personal objectives. 

We pride ourselves on being a company with midwest values and a global perspective.

*  As reported in Financial Planning Magazine June 1996-2016, based on total revenue.