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7467 State Route 22 New Alexandria, PA 15670

(724) 668-7900
kelly.perney@lfg.com
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About Us

Mosaic Wealth Consulting has provided financial services to our community for more than four decades. We can help clarify your understanding of the financial world. Through our customized financial planning process, we strategically develop a personalized plan that allows you to comfortably make the important decisions necessary to help preserve, grow and transfer the assets you worked a lifetime to accumulate.

Most importantly, there is a culture of independence here…One that is focused on the individual.

Client Centered

We understand that you and your financial needs are unique. In addition to the most comprehensive financial planning services available, we provide an objective, independent, and prudent assessment of your situation, and offer advice specifically designed to fulfill the goals you develop as your life evolves.

At Mosaic Wealth Consulting, we employ a fully integrated financial planning framework that provides a holistic view of your financial condition and planning issues. Our holistic oversight, combined with sophisticated technology, allows us to provide specific guidance so the options available for your estate, investments, retirement and business (if applicable) situation, can be considered in a simplified format.

Our customized approach helps to bring clarity and understanding to all aspects of your financial situation, and allows us to implement the most appropriate strategies, so you can feel confident that your goals may become reality.

Our unique structure provides significant resources to help meet your needs. Registered associates are registered representatives of Lincoln Financial Advisors Corp. a broker/dealer (Member SIPC) and a registered investment advisor.

Committed to the highest quality of personal service, we utilize a team approach, anchored by highly skilled advisors. Our “Team” coordinates all pertinent aspects of your financial plan. Lincoln Financial Advisors is a member of Lincoln Financial Group, a Fortune 500 company. Through Lincoln Financial Group, you can benefit from the additional support of local and national wealth management teams.

These professional teams consist of industry professionals who have strong technical backgrounds in all areas of financial planning. This business model allows our advisors a high degree of autonomy so they can focus solely on assisting you in meeting your financial goals.

To find out more information on Mosaic Wealth Consulting’s other offices and our Advisors, we invite you to visit:

www.MosaicWealthConsulting.com

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