Broker Check

About Us

Smith, Moses & Cozad offers a complete range of investment management and financial planning services.

Client service is of utmost importance to us, and our primary goal is to help our clients meet theirs.

Finding Your Fit

Client Centered

“To accomplish great things, we must not only act but also dream; not only plan but also believe." ~ Anatole France

Imagine making financial decisions based on what works best for you and your needs. As independent financial advisors, we are committed to providing you with the best available financial advice and recommendations. You can expect to receive services that are conducted ethically, with integrity, objectivity, and diligence by a financial planning firm that has been in business since 1992.

For you, this means:

  • A professionally educated and experienced team
  • Highly personalized service
  • Objective, third-party perspectives
  • Identifying your destinations and selecting the best routes
  • Periodic, routine reviews of your progress
  • Updating your plan as your life plans evolve and change

Featured Content

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Learn More
Inflation and the Real Rate of Return

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Learn More
A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
Learn More