With Smith, Moses & Company, your best interests are first and foremost. You can expect to receive services that are conducted ethically and objectively, with integrity and diligence. We are known for our innovative thinking and take pride in designing Dynamic Wealth Strategies based on your circumstances. You can trust SMC to look objectively at your needs and goals with a principled, balanced and experienced approach.
Our personal and independent approach of developing financial plans is intended to help you achieve your goals and dreams, yet flexible and strong enough to accommodate inevitable change.
Our mission is to serve individuals, families and businesses who value the relationship with their trusted advisor. We specialize in financial, estate and investment planning with offices in Beavercreek and Vandalia.
Our services include:
- Personal and Business Financial Planning
- Retirement and Pension Planning
- Insurance Planning and Risk Management
- Fee-Based Investment and Portfolio Management