Empowering Your Future

Like a mosaic, we bring the many pieces of your financial life together through an honest and thoughtful approach.

Get to know Us

We Help You Plan Your Future With Confidence

With decades of combined experience, our team delivers personalized financial strategies carefully tailored to your unique goals and circumstances. We prioritize transparency, trust, and long-term relationships guiding you through life’s financial decisions with clarity, confidence, and peace of mind. Whether you’re planning for retirement, investing for future growth, or working to secure your family’s financial future, we’re here to support you every step of the way, providing expert advice and unwavering commitment.

our Firm

The Art of Personalized Financial Planning

At Mosaic Asset Partners, we believe that financial planning is not a one-size-fits-all solution. Just as each mosaic is made up of individual, unique pieces that come together to create a beautiful, cohesive picture, we take a holistic approach to your financial journey. Our goal is to bring together all the important aspects of your financial life into a unified strategy tailored to your goals, values, and aspirations.

Your Story Matters

We recognize that every individual has different circumstances, dreams, and challenges. That’s why we take the time to understand your complete financial picture, ensuring no important detail is overlooked. By blending the right pieces together, we craft a personalized plan that works for you and evolves with your needs over time.

A diverse team of professionals collaborating over charts and graphs during a business meeting.
Start Planning Today!

(410) 821-0089

Steve Dengler

Financial Planner, CFP

our Methodology

Understanding Our Approach To Financial Planning

At Mosaic Asset Partners, our methodology is rooted in a comprehensive, client-centered approach. We begin by understanding your unique financial situation, goals, and values. From there, we design a personalized strategy that integrates all aspects of your financial life, ensuring every piece works together toward your long-term success. Our ongoing guidance and proactive adjustments ensure that your plan evolves with you, providing confidence and clarity at every stage of your financial journey.:

  • Fully understand your financial goals and objectives
  • Analyze your current financial situation
  • Setting realistic expectations
  • Develop a financial plan catered to your scenario
  • Implement your financial plan
  • Monitor and adjust as necessary

Why Us?

We Help Plan For Tomorrow… Today


Why wait?

it’s never too late to create a plan



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Get In Touch With Us Today

All it takes is one message to get started on your financial journey. We would love the opportunity to learn about you and your financial goals and help develop a plan to reach them.

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(410) 821-0089