# Mighty Oak Strong America Investment Company
Source: https://planprovider.pro/provider/mighty-oak-strong-america-investment-company

> Known for its work with physicians and dental professionals, Mighty Oak Strong America Investment Company (MOSAIC) is a fee-only Registered Investment Adviso…

Retirement Plan Advisor

Mechanicsburg, PA

## 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/](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

## Other Retirement Plan Advisors in PA

- [Santori & Peters](https://planprovider.pro/provider/santori-and-peters) - Canonsburg, PA

- [Chb Investment Group, LLC](https://planprovider.pro/provider/chb-investment-group-llc) - New Hope, PA

- [Macro Advisors, Inc.](https://planprovider.pro/provider/macro-advisors-inc) - York, PA

- [Mcclarren Financial Advisors](https://planprovider.pro/provider/mcclarren-financial-advisors) - State College, PA

- [Tower Wealth Partners](https://planprovider.pro/provider/tower-wealth-partners) - Lewisburg, PA

- [Second Half Financial Partners, LLC](https://planprovider.pro/provider/second-half-financial-partners-llc) - Latrobe, PA

- [Stewardship Advisors, LLC](https://planprovider.pro/provider/stewardship-advisors-llc) - Mount Joy, PA

- [Traynor Capital Management](https://planprovider.pro/provider/traynor-capital-management) - Malvern, PA

- [Vam Group, LLC](https://planprovider.pro/provider/vam-group-llc) - Sewickley, PA

- [Andesa Financial Management, Inc.](https://planprovider.pro/provider/andesa-financial-management-inc) - Allentown, PA

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/mighty-oak-strong-america-investment-company)

&copy; 2026 PlanProvider.Pro