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About Us

TOGETHER WE CAN

MOVE MOUNTAINS

Mosaic Wealth Consulting has been putting the pieces together and providing financial services to clients for more than three decades. Our team is made up of a group of private wealth advisors from Western PA serving clients nationally. We are passionate about helping individuals preserve, grow, and understand their finances so that they can feel secure about both their present and future.

Our planners are registered with Lincoln Financial Advisors, a member of Lincoln Financial Group which is a Fortune 500 company offering a diverse range of financial services and solutions.

As part of our core values, we take the time to get to know you, your unique situation and your financial goals. With a fully integrated financial planning framework, we then develop objective, comprehensive plans that are customized completely to you.

A partnership with us means you can feel confident knowing you have a team of highly skilled professionals focused on you.

So, let’s get to planning. 

LEARN MORE ABOUT YOUR TEAM

THE PEOPLE WHO SUPPORT YOU

THE PEOPLE WHO SUPPORT YOU

MEET THE ADVISORS
GOAL-ORIENTED SOLUTIONS

GOAL-ORIENTED SOLUTIONS

SEE OUR SERVICES
EDUCATIONAL RESOURCES & TOOLS

EDUCATIONAL RESOURCES & TOOLS

START LEARNING

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