In the News
We regularly share our expertise with local news outlets and have been featured in national publications. Feel free to share these resources with your network.
Commonly Missed Opportunities for Business Owners: How to Grow your Small Business in a Big Way (December, 2022)
Andy Bird, Mosaic partner, and cofounder discusses the top and frequently forgotten strategies for business owners with the Milwaukee Business Journal.
16 Smart, Simple Ways to End your Workday on a High Note (November, 2022)
Mosaic partner and cofounder, Andy Bird, shared tips on how he sets aside time to “tackle important to-do’s” that help hold him accountable.
Forbes Best-In-State Advisors 2022 (April, 2022)
Mosaic partner and cofounder, Darrin Englebert, CFP®, RICP® is named to the prestigious list of Best-In-State Wealth Advisors by Forbes.
Five Ways to Attract and Retain Talent (June, 2022)
Andy Bird, Mosaic partner and cofounder, sits down with the Milwaukee Business Journal and highlights how business owners can find and retain key employees.
Four Tax Tips for Your 2022 Taxes and Beyond (April, 2022)
Tax strategy isn’t just for tax season; it requires year-round planning. Mosaic partner and cofounder, Andy Bird, shared tax tips for the balance of the year with the Milwaukee Business Journal.
10 Ways to Support Employees’ Physical and Mental Health (Beyond Offering Insurance) (April, 2022)
Mosaic partner and cofounder, Andy Bird, shared his perspective on how creating a “burnout-free’ environment is important.
13 Concrete Actions a Business Can Take to Expand Locally (March, 2022)
Mosaic partner and cofounder, Andy Bird, shared his perspective on considering a merger or acquisition as one way to expand a business’s footprint.
Three Tips to Help Reduce Your 2021 Tax Bill (February, 2022)
Taxes can be confusing, but there are ways to simplify and make the most out of your tax season. Mosaic partner and cofounder, Andy Bird, shared ideas to reduce your 2021 tax bill with the Milwaukee Business Journal.
The Mosaic Financial Partners team was honored to be featured in the October 2021 issue of Bloomberg Businessweek, Fortune Magazine, and Entrepreneur Magazine. Check out our artful approach to financial planning in our featured profile.
LEARN MORE ABOUT OUR
INVESTMENT PHILOSOPHY