A DIFFERENT APPROACH One of life’s inescapable truths is that the more successful you are, the more complicated your life becomes. For business owners, few things are more complex than the myriad of family, tax, legal, business & financial issues they confront daily. Mosaic is dedicated to serving the diverse needs of successful entrepreneurs & their families. THE "ADVICE BUSINESS" IS BROKEN From Bankers to Brokers, Attorneys to Agents, & Accountants to Advisors, there is no shortage of professionals vying to assist business owners with various aspects of their lives. However, virtually none of them are incentivized to lead the diverse team of specialists required to affect meaningful change. The hourly billing structure & sales-based incomes of most professionals tends to limit their ability to invest the time & energy necessary to understand all aspects of their clients’ lives. Most professional advisors simply lack the financial incentives & organizational framework required to provide truly comprehensive advice. OUR APPROACH Mosaic was built upon a completely different business model – to provide unbiased, comprehensive advice in exchange for a flat-fee. This structure eliminates conflicts & aligns our financial incentives with our clients’ interests. Our methodology is simple; we base our engagements on the actual scale, scope, & complexity of each endeavor. By doing so, we are able to focus our energy, effort, & expertise on client education & advocacy, not salesmanship. Mosaic’s business model was formed upon the premise that compensation & motivation are inextricably linked.
View Top Employees from Mosaic AdvisorsWebsite | https://www.mosaicadvisors.com/ |
Revenue | $654000 |
Employees | 19 (19 on RocketReach) |
Founded | 2012 |
Address | 3773 Richmond Ave Suite 700, Houston, Texas 77030, US |
Phone | (713) 980-4100 |
Industry | Business Consulting and Services, Finance General, Finance |
SIC | SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 523920 Companies, NAICS Code 52392 Companies, NAICS Code 5239 Companies |
Looking for a particular Mosaic Advisors employee's phone or email?
The Mosaic Advisors annual revenue was $654000 in 2024.
Carey Kesner is the Co-Founder of Mosaic Advisors.
19 people are employed at Mosaic Advisors.
Mosaic Advisors is based in Houston, Texas.
The NAICS codes for Mosaic Advisors are [52, 523, 523920, 52392, 5239].
The SIC codes for Mosaic Advisors are [62].