Business Owners and Executives

Planning for business owners goes beyond business.

We are experts on the intricacies that go into planning for business owners. We know it goes far beyond just the day-to-day finances and can deeply impact not only your family, but the families of your employees as well. We have helped countless successful business owners make the most of today and prepare for the future. We will spend time getting to know you and your vision for the future, so we can craft a plan that addresses your current position while helping you reach your long-term personal and professional goals.

Andy Bird

Andy Bird, partner of Mosaic Financial Partners, is a Wealth Management Advisor, CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional (RICP┬«) and Chartered Life Underwriter (CLU®) professional. He specializes in helping business owners grow and protect their business, family, and retirement. As a fellow business owner, he understands the complex challenges and opportunities that executives face and is well-versed on making their businesses work for them.

No matter what, no matter when, we are here to help.

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