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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

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

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

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

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.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

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How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

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Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

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