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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

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
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What Is My Life Expectancy?

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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