Welcome to The Mosaic Financial Group, LLC

The Mosaic Financial Group is a fee-only wealth management firm based in Chicago, IL. A Registered Investment Advisor (RIA), we provide full-service investment advisory, tax planning, return preparation, estate and financial planning services focused on the individual needs of each of our valued clients.

By carefully integrating the many facets of their complex financial lives, we provide our clients with the freedom to focus on their careers and life goals. Successful business owners, corporate executives, and individual and families with accumulated wealth place their trust in our team to act as their personal CFO, providing an integrated, coherent financial strategy, and delivering the peace of mind that comes with knowing their finances are always in the capable hands of experienced, trusted professionals.

We invite you to contact us today at (312) 255-5493 to speak to one of our trusted advisors and learn how The Mosaic Financial Group can help manage the many pieces of your own financial mosaic.


The Mosaic Financial team is committed to putting your interest ahead of our own at all times.  We are here to help you achieve your financial and life goals, and to do so in a caring and supportive environment.

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