Michael D. Stokes


Mosaic Capital Management, LLC
306 Fourth Street NW
Hickory, NC 28601

Phone  |  336-464-9968 or 828-327-9868
Fax  |  336-464-9977
E-mail  |

Member Profile

Client Vision

Michael has been advising his clients for over a decade, helping hundreds of individuals and businesses cut their tax burdens and manage their wealth in a way that is appropriate for each client’s specific goals and concerns. Using a system for managing the distribution of retirement assets, he helps retirees and those close to retirement with strategies for lifetime income, protecting their principal investments, improving returns, and keeping their taxes as low as possible. Michael's allegiance is always to his clients. Many of his clients have been with the firm for over 30 years, starting when the firm was founded in 1966 by Michael’s father, Travis.

Areas of Expertise

  • Tax Planning
  • Investment Management
  • Insurance Planning
  • Estate Planning
  • 401K Implementation & Management
  • Retirement Planning


  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Certified Divorce Financial Analyst (CDFA)
  • Bachelor of Science in Economics, UNC Chapel Hill
  • Accounting from UNC Greensboro

Outside The Office

Michael and his wife, Lois, live in Hickory, NC with their three children: Emily, Katie, and Michael.

Other Location

4505 Country Club Road, Suite 210,Winston-Salem, NC 27104
Phone: 336-464-9968
Fax: 336-464-9977 or 866-478-3811

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All investing involves risk including loss of principal. No strategy assures success or protects against loss.


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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.