CONSORTIUM MEMBER SINCE 2003

Joshua Donley

CLU, CFS, CFP®

Mosaic Capital Management
4505 Country Club Road, Suite 210
Winston-Salem, NC 27104

Phone  |  336-464-9967
Fax  |  336-464-9977
E-mail  |  jdonley@mymosaiccapital.com
www.mosaiccapitalmanagement.com



Member Profile

Client Vision

Josh specializes in comprehensive financial planning, investment management, and advanced social security strategies for high net worth individuals. He adds value and a holistic approach to planning by collaborating with specialists in various disciplines including, tax planning, estate planning and asset protection.


Areas of Expertise

  • Comprehensive Financial Planning
  • Investment Management
  • Risk Management
  • Income Planning
  • Estate Planning
  • Advanced Social Security Strategies


Education/Certification

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Life Underwriter (CLU)
  • Certified Fund Specialist (CFS)
  • Bachelor of Science in Business Management with a Minor in Economics, Elon University, Cum Laude Graduate


Outside The Office

Josh frequently serves as a guest speaker at universities, local non-profit organizations, and industry conferences on investment strategies and various financial planning topics. He has a passion for bettering the community through financial education.





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TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.