John Lee

John Lee believes that no two financial lives look the same — each is a collection of unique pieces that, when thoughtfully arranged, create something whole, meaningful, and lasting.

During his 14 years at Fidelity, John worked with families around planning for retirement, navigating markets, and long-term wealth goals. But over time, he wanted to go deeper — to create financial plans that reflected not just numbers, but the unique stories, values, and priorities behind them. John Lee started Mosaic Wealth Group as an advisor team within Northwest Asset Management, with that vision: a practice built on trust, transparency, and advice that always puts people first.

John and his wife, Yoojin, are proud to call the Pacific Northwest home, where they’re raising three children — Mattie, Noey, and Mia (and their new pup — Lainey!). Outside the office, John enjoys simple moments with family, exploring the splendor of the Pacific Northwest, and working with his hands on home projects, reflecting the same care and craftsmanship he brings to financial planning.

John’s mission is simple: to simplify complexity, build trust through transparency, and help families live with greater purpose and confidence.