Mosaic Financial Associates

Welcome to Mosaic Financial Associates, where we are dedicated to helping high-net-worth individuals and medical specialists, particularly orthopaedists, achieve their unique financial goals. Our team, consisting of Anthony Williams and Marcus Ortega, brings over 40 years of combined experience to the table. We are passionate about serving as an integral advocate for our clients and serving as their trusted advisor in making informed financial decisions.

How We Help

At Mosaic Financial Associates, we understand that time is both limited and precious. Work can be stressful, and when combined with enjoying family life, provides little room to learn, explore, or handle finances. That's why we offer a comprehensive range of financial services tailored to manage your money for you, allowing you to focus on what matters most - your career and family. Our experienced team will work closely with you to identify your goals and develop a customized plan to achieve them.

Specialized Services

As medical specialists, you face unique challenges, including high taxes and considerable liability concerns. Our approach is specifically geared towards high-income and high-net-worth households, with an emphasis on tax efficiencies and risk considerations. We understand the complexities of your profession and are committed to providing personalized financial guidance tailored to your unique needs.

Collaborative Approach

At Mosaic Financial Associates, we believe in a collaborative approach to financial planning. We work closely with our clients to develop a customized plan, implement the components, and provide ongoing support and monitoring. Our experienced team will be with you every step of the way, ensuring that your financial goals are aligned with your values and priorities.

Weekly Insights

Tune in to our weekly video series, Whiskey & Wealth Wednesday, where Anthony Williams shares valuable insights on financial planning, investing, and more. Learn from his expertise and gain valuable insights to inform your financial decisions.

Get Started

If you're ready to plan, grow, and distribute your wealth, providing financial freedom and peace of mind, please get in touch. Our dedicated team is here to support you every step of the way.