# Smith

- **Website:** <https://smithmosesandcozad.com>
- **Primary alias:** `smithmosesandcozad.com`

## Description

Smith, Moses & Cozad (SMC) is an Ohio-based financial advisory firm located in Beavercreek. The firm helps individuals and families pursue financial independence through advice shaped around their goals, lifestyles, and priorities. Its approach emphasizes education, integrity, independence, experience, and execution, with the aim of helping clients make informed decisions and stay in control of their financial future.

SMC offers retirement planning, wealth management, estate planning, insurance guidance, tax resources, and broader financial planning. Its advisors help clients develop investment strategies suited to their goals, time horizons, and risk tolerance, prepare for retirement, and consider ways to protect loved ones from unexpected financial events. The firm also addresses lifestyle-related financial decisions and provides resources on topics such as Social Security, college savings, and insurance.

SMC reports serving clients in 30 states and having helped nearly 5,500 clients and families over more than 30 years. The firm combines personal service, including phone support from staff, with cloud-based planning tools.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/smithmosesandcozad)
- [twitter](https://twitter.com/SmithMosesCozad)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idTV9S1ohY/w/249/h/150/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791603898876)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idTV9S1ohY/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791603898988)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Fun Blue | #185fa5 | dark |
| Havelock Blue | #61a4d8 | light |
| Fern Frond | #4d7326 | accent |

## Fonts

- Helvetica Neue — asset _(custom)_
- Lato — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idTV9S1ohY/w/1500/h/500/idivi2vVR8.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791603899207)

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_Source: <https://brandfetch.com/smithmosesandcozad.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._