Mosaic Wealth Advisors, Carmel, IN

07/20/2026

Meet the newest member of the Mosaic family!

Please join us in welcoming Josh Ernest to the team as our newest Paraplanner!

Josh is the kind of teammate who makes everything run better behind the scenes — the planning analysis, the details, and the follow-through that keep our clients' financial plans accurate and moving forward. If you're a Mosaic client, there's a good chance his work is already helping shape your plan.

Whether we're serving a household in Carmel or a family across the country, our promise stays the same: bringing family-office-style service to those without a family-office net worth. Adding people like Josh is exactly how we keep that promise.

Welcome aboard, Josh — we are so glad you're here.

07/07/2023

Proud to partner with such an excellent group!

06/03/2023

What is considered a good credit score? And how does your score measure up? Learn how to improve your credit score to get the best terms and rates. https://bit.ly/3UJ0HON

Data shows credit score averages tend to increase as credit holders age because of their account history. Here's what's considered a "good" score.

06/01/2023

End-of-life planning may seem uncomfortable, but viewing it as a gift to your loved ones is one way to get started. Follow these steps to create a will and keep a record of your accounts and belongings to help your family in the future: https://n.pr/3oFKfna

Talking about death makes many of us uncomfortable, so we don't plan for it. But the reality is that even a small amount of planning ensures our final wishes are honored — and makes it easier on our family and friends. This episode will help you get started on making a will and an advance directiv...

02/16/2023

The latest Consumer Price Index shows that, while inflation has eased for the seventh straight month, it doesn’t appear to be quickly returning to the 2% rate the Federal Reserve is targeting. Read on for an analysis: http://bit.ly/3lBV205

January's inflation report showed a continued decline from prior months. Investors are hopeful it will prompt the Fed to pause rate hikes.

02/09/2023

We are very pleased to announce the merger of our firm with Innovative Financial Solutions (IFS), a practice with offices in Bloomington, Indiana and Palm Coast, Florida and now Carmel, IN. Steve and Nancy have known the advisors of IFS for 12+ years and count them as friends, mentors, and partners. IFS has a team and systems in place that mirror our own goals of expert advice and financial planning that Mosaic Wealth Advisors strives for. Check out our new website below!

For over two decades Innovative Financial Solutions, Inc. has been providing financial guidance to families in Indiana, Florida and across the United States.