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Mosaic Financial Associates

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Mosaic Financial Associates is a holistic wealth management firm serving serving Orthopaedic Surgeons

10/21/2026

In the latest installment of our The Psychology of Financial Decision Making series, Anthony discusses an important concept: The Next Play.

Successful financial planning isn't about dwelling on past decisions or trying to predict every future outcome perfectly. It's about focusing on what comes next and making thoughtful decisions based on the information and opportunities in front of you today.

Whether markets are up, down, or somewhere in between, maintaining a long-term perspective and concentrating on the next step can help keep emotions from driving financial decisions.

Watch the video to learn more, and stay tuned for additional content, market insights, and financial planning perspectives coming your way in the months ahead.

10/20/2026

Financial Term Tuesday - Compound Interest

Compound interest can be a powerful tool for building wealth, but it can also work against you when it comes to debt. Understanding how it works can help you make more informed financial decisions!

Follow us for more educational financial content, visit mosaicfa.com, or call 480.776.5920 to learn more about how we can help you navigate your financial goals.

10/15/2026

Join Anthony Williams at the AAHKS 2026 Convention for an Educational Happy Hour! Connect with Anthony to discuss your financial goals and learn how Orthopaedist Advisory Group helps orthopedic surgeons navigate their unique financial needs.

📍 Old Hickory Steakhouse | Grapevine, TX
📅 November 4–6, 2026 | 5:30–9:00 PM

We look forward to connecting with you!

7025 N Scottsdale Rd, STE 115 Scottsdale, AZ 85253 www.mosaicfa.com | 480-776-5920 | Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

10/14/2026

As we continue our The Psychology of Financial Decision Making series, Anthony explores the concept of Going Beyond the Goal.

When it comes to financial planning, reaching a goal is only part of the journey. True financial success often comes from understanding the purpose behind your goals, staying focused on what matters most, and creating a plan that supports your long-term vision.

In this video, Anthony discusses how looking beyond a specific financial milestone can help provide greater clarity, confidence, and direction in your decision-making process.

Watch the video to learn more, and stay tuned for additional content, market insights, and financial planning perspectives coming your way in the months ahead.

10/08/2026

Welcome to Mosaic Financial Associates.

We are a full-service independent financial firm founded by Anthony Williams and Marcus Ortega, built on the belief that meaningful financial advice starts with strong relationships.

With more than 40 years of combined experience, we help Orthopaedic Surgeons, Specialty Doctors, and high-net-worth individuals align the pieces of their financial future.

Follow along for financial planning insights, market perspectives, and educational content designed to help you make informed financial decisions with confidence.

We look forward to connecting with you.

10/07/2026

After some time behind the scenes focusing on our clients, we're excited to be sharing more insights and educational content with you again.

In this installment of our series, The Psychology of Financial Decision Making, Anthony discusses an often-overlooked aspect of investing: the role emotions play in our financial choices. While markets, headlines, and economic forecasts can influence decisions, understanding our own behavior is often just as important.

A thoughtful financial plan isn't just about numbers—it's about having a framework that helps you make confident decisions through changing market conditions.

Watch the video to learn more, and stay tuned for additional content, market insights, and financial planning perspectives coming your way in the months ahead.

05/28/2026

Summer break can be a great time to pause, reset, and think ahead. While the kids enjoy time off, it may also be the perfect opportunity to begin planning for future education expenses.

Small steps taken today can make a meaningful difference tomorrow. If college savings has been on your to-do list, our team is happy to help you explore available options and create a plan that fits your family’s goals.

Cetera Advisors LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

05/22/2026

Understanding your beneficiaries is an important part of your overall financial picture. Beneficiary designations on certain accounts may determine how assets transfer and can have a significant impact on your long-term plans. Reviewing them periodically can help keep everything aligned with your current wishes.

If it has been a while since you last reviewed your accounts, our office is happy to help guide the conversation.

Cetera Advisors LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

05/19/2026

Did you know that only 24% of Americans have a will, according to a 2025 study by Caring.com? And that number has decreased in recent years. Most of those Americans have children under 18. August is Make a Will Month, and it’s a great reminder to create a will for your family and those most important to you or to update it to reflect any changes in your life.

Cetera Advisors LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

05/16/2026

Thank you to all who have served our country. We honor and appreciate you today and every day.

Cetera Advisors LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

Address

7025 N Scottsdale Road, STE 115
Scottsdale, AZ
85253

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 4pm

Website

https://www.mosaicfa.com/contact/#appointments

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