Michael Stokes Email & Phone Number

Through comprehensive wealth management and financial planning, we strive to free our clients from financial worries, so that they can breathe easy and focus on living their lives to the fullest.I am a CPA/PFS with over 30 years of experience advising our clients, helping hundreds of individuals manage their financial lives, protect their assets from unexpected events, and avoid the mistakes that commonly derail many investors. The Personal Financial Specialist designation is offered only to trusted CPA financial planners through the American Institute of CPAs. Based on a concierge approach and a drive to address all of your financial needs, we offer boutique like attention to detail along with access to an extensive array of financial services.I am also a proud long-time member of Integrated Financial Group, a consortium of independent financial planners from across the country. IFG maintains a culture of passionate, strictly vetted members who support each other and the notion of many minds are greater than one.I am from Hickory NC and now reside in Lewisville with my wife of 30 years, Lois, and our three kids, Emily, Katie, and Michael.Please contact me at MStokes@MyMosaicCapital.com if we can help in any way. We would love to meet with you to see if we are a good fit to be your wealth manager.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit MosaicCapitalManagement.com.

Listed skills include Financial Planning, Wealth Management, Retirement Planning, Investments, and 3 others.