Home | Smith Moses and Cozad

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.

Learn More

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.

Connect With Us

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.

Learn More

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.

Learn More

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.

Let's Get Started

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.

Learn more

Lifestyle

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

Learn more

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.

Learn more

Wealth Management

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

Learn more

Helpful Content

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

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Learn More

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Learn More

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Learn More

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Learn More

DO YOU HAVE ANY QUESTIONS?

Name

Email

Address

Phone

Question

Thank you!

Oops!