Bethesda-based firm manages more than $200 million in client assets, was previously with Commonwealth Financial Network
Mosaic is 25th group to join ASN in 2026
ATLANTA and BETHESDA, Md., Nov. 10, 2026 (GLOBE NEWSWIRE) — Advisory Services Network, LLC (“ASN”), an SEC-registered investment adviser that provides platform, compliance, and operational support services to independent financial advisors across the United States, is today announcing that Mosaic Wealth Partners of Bethesda, Maryland, has officially joined as a member of ASN.
Mosaic manages more than $200 million in assets for clients and is led by Managing Director and Wealth Advisor Eric Jaffe, who has well over two decades of experience in financial services.
“We are thrilled to welcome Eric and his team to the ASN platform,” said Trey Prescott, Director of Business Development with ASN. “It was clear from when we first connected that he is as passionate about independence as we are, so it is an honor for us to be his partner as he and his colleagues embark on the next chapter of their firm’s growth story.”
Jaffe and his team focus on helping retirees and pre-retirees develop and utilize investment management strategies designed to weather the volatility of today’s markets so they can achieve their most important goals. Prior to founding Mosaic, he established and managed Jaffe Financial Management and also spent time as an advisor at The Washington Group and with AXA Advisors. He also worked for a number of years as an attorney, including a stint with the United States Attorney’s Office for the District of Columbia.
“When looking for the right partner to continue our journey as an independent firm, we knew we wanted a partner who valued their clients the same way we do,” said Jaffe. “ASN checked all of the boxes we were looking for in terms of technology, custodian relationships, marketing support and more, but most importantly, we could see they clearly put their clients first so we can put our clients first.”
Mosaic, which was previously part of the Commonwealth Financial Network, is the 25th new group to join ASN this year and the 45th new group to join ASN since the start of 2025, continuing a trajectory of growth for ASN that has been a defining characteristic of the firm for the last several years, even as the broader wealth industry has been in a state of upheaval.
“Whether a team might be looking to explore independence or enhance its experience as an independent firm, my colleagues and I have decades of combined experience in building out customized approaches that help advisory teams launch, scale and handle everything in between,” added Prescott.
“For any advisor who might be reconsidering their current situation or wondering what options might exist for them amidst all of the changes happening in the wealth space, we welcome the chance to connect and provide the most helpful guidance we can,” he continued. “Sometimes ASN might offer the best solution, sometimes we might not. But we’ll always approach each and every advisor’s situation as its own story, worthy of its own guidance and support.”
For more information on Advisory Services Network, please visit https://advservnet.com/.
About Advisory Services Network
Founded in 2010, Advisory Services Network, LLC (ASN) is an Atlanta-based SEC registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. ASN offers a platform designed to provide financial advisors with a pathway to independence. ASN supports more than 250 advisors across more than 150 independent practices nationwide, overseeing more than $11 billion in assets under management (AUM). By providing comprehensive custodial relationships, institutional-quality technology stacks, regulatory compliance oversight, and back-office operational support, ASN enables advisors to operate as true business owners while staying completely focused on client relationships.
Media contact:
Chris Sullivan
Craft & Capital
chris@craftandcapital.com
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