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2149 N. Fairfield Road, Suite B, Beavercreek, OH 45431

937.431.8010
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LIFE MOVES PRETTY QUICKLY.

Preparing now is the first step to enjoying your time at your pace. Speak with one of our advisors today, to plan for tomorrow.

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BE A FAN OF YOUR FUTURE SELF.

Young professionals face more financial challenges than ever before. Small changes now can lead to a lifetime of independence.

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IT'S NOT ALWAYS ABOUT THE MONEY.

Constructing a life strategy that keeps you in control is our goal. With our advisors, we’ll give you the tool to reach your goals.

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EVERYONE HAS THEIR OWN STORY.

Our approach goes beyond reviewing finances. We understand our clients’ lifestyles, goals, and passions so we can ensure their money is helping improve their lives.

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Welcome to Smith, Moses & Cozad

At times it can be challenging to become financially independent. At SMC, we know how to disrupt the status quo and want to help you do the same.

Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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Over 30+ years, we’ve helped nearly 5,500 clients and their families, and their family’s families.

Service of yesterday; tools of tomorrow – people answer phones, not robots; we employ cloud-based solutions for the planning.

We’re invested in our community - Since 1987, we’ve mentored over 30 students from local universities such as Wright State University & the University of Dayton.

Currently serving clients in 30 states.

SMC’s cornerstones: Integrity. Independence. Education. Experience. Execution.

Planning

Planning

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.

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Lifestyle

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Retirement

Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Wealth Management

Wealth Management

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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Helpful Content

CURATED ARTICLES, VIDEOS, AND MORE FOR A FINANCIALLY SAVVIER YOU.

First Year of Retirement: What to Expect

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.
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Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.
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4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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