Mosaic Advisors
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- For decades, financial planning for wealthy families was rarely collaborative, less than proactive, and many times, simply used to influence a product sale or transaction. Mosaic Advisors is built upon a different business model - to provide truly unbiased, comprehensive advice in exchange for a flat fee. This allows us to solely focus our energy, effort and expertise on client advocacy, not salesmanship.Our goal is to be known as the preeminent source of advice for successful families seeking objective guidance on protecting, maintaining, and transferring wealth to the next generation. Mosaic Advisors commitment to a very small demographic has honed our skills and expertise in areas many advisors have either outsourced or vacated.Our clients include corporate executives, entrepreneurs, and families with multi-generational wealth. Generally, these families are concerned with one or more of the following: asset protection, estate taxes, business succession, family governance, and charitable giving.
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Headquarters:3773 Richmond Avenue Suite 700, Houston, Texas, United States
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Phone Number: +1 713-968-9825
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Website: https://www.mosaicadvisors.com
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Employees:14
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Revenue:$1 - 10M
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Legal Name:Mosaic Advisors
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Mosaic Advisors's Social Media
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| NAICS Code: 213112 |
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Frequently Asked Questions regarding Mosaic Advisors
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Where are Mosaic Advisors's Headquarters?
Mosaic Advisors's Headquarters are in 3773 Richmond Avenue Suite 700,Houston,Texas,United States
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What is Mosaic Advisors's phone number?
Mosaic Advisors's phone number is +1 713-968-9825
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What is Mosaic Advisors's official website?
Mosaic Advisors's official website is https://www.mosaicadvisors.com
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What is Mosaic Advisors's Revenue?
Mosaic Advisors's revenue is $1 - 10M
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What is Mosaic Advisors's NAICS code?
Mosaic Advisors's NAICS code is 213112
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How many employees are working in Mosaic Advisors
Mosaic Advisors has 14 employees
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What is Mosaic Advisors's Industry?
Mosaic Advisors is in the industry of Financial Services
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Who is Mosaic Advisors's Co Founder?
Mosaic Advisors's Co Founder is Brandon Henry