Energy Advisors Group Inc

Mosaic Advisors is a Houston-based firm dedicated to serving Texas entrepreneurial families with substantial illiquid assets, such as operating businesses and real estate. They offer objective, comprehensive financial advice through a flat-retainer model, eliminating conflicts of interest and enhancing their role as fiduciaries.

Focused on families with complex financial needs, Mosaic emphasizes the importance of planning for illiquid investments that drive success, such as private equity and real estate. Their methodology aims to simplify intricate financial structures, ensuring that families understand their circumstances and empowering them to achieve their goals through effective communication and collaboration with their professional teams.

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