About Mighty Oak Strong America Investment Company
<p>Known for its work with physicians and dental professionals, Mighty Oak Strong America Investment Company (MOSAIC) is a fee-only Registered Investment Advisor founded in 2002. The firm reports $0.3B in AUM as of 2026 and works as a fiduciary for its clients.</p> <p>Headquartered in Mechanicsburg in the Harrisburg–Carlisle area, MOSAIC also has advisors in Wake Forest in the Raleigh–Durham metro. The firm serves clients across the United States and is a member of the National Association of Personal Financial Advisors (NAPFA).</p> <p>MOSAIC’s team brings more than 100 years of combined experience and includes professionals with CFA, CFP®, CPA, and JD credentials. Services include wealth management and financial planning, along with tax planning, investment management, and estate planning.</p> <p>For retirement plan sponsors, MOSAIC offers 3(21) fiduciary support as part of its <a href="/plan-advisors">plan advisor</a> services. What sets the firm apart is its focus on high-net-worth households in the medical and dental communities, with planning that ties together investments, taxes, and estate decisions.</p> <ul> <li>Fee-only fiduciary RIA (founded 2002)</li> <li>3(21) retirement plan fiduciary services</li> <li>Wealth management and investment management</li> <li>Financial and tax planning</li> <li>Estate planning coordination</li> </ul>
Website: https://www.investwithmosaic.com/
Founded: 2002
Office Locations
- Mechanicsburg, PA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $340.4M