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  • Smith, Moses & Company

    • Financial Services
    2149 N. Fairfield Rd.
    Suite B
    Beavercreek, OH 45431
    (937) 431-8010
    (937) 431-8020 (fax)
    Hours:
    Monday - Friday 8:30 to 5:00, by appointment

    About Us

    At Smith, Moses and Company, a financial planning services firm since 1992, we specialize in financial, estate, and investment planning* with offices in Beavercreek and Vandalia. As independent read more
    • About

      At Smith, Moses and Company, a financial planning services firm since 1992, we specialize in financial, estate, and investment planning* with offices in Beavercreek and Vandalia. As independent advisors, we are committed to providing unbiased financial advice, product recommendations and strategies to help accomplish your financial planning needs.

      Our services include:
      Retirement and Pension Planning
      Personal and Business Financial Planning
      Employee Benefits Analysis
      Wealth and Preservation Strategies

    • Media

    • Whom to Contact

      • David Smith
        Certified Financial Planner, MSFS, AIF
      • Nancy Smith
    • Directions

      On the west side of N. Fairfield Road, in the Fairfield Professional Suites, between Kemp and Home Acres Rd.

    • Featured-Sponsor-title-box
    • Over the last sixty years,
      we have established
      a reputation for honesty,
      high morals, integrity, and

      friendly, professional
      customer service-
      pillars of a successful insurance agency.

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    • FASTLANE is a vital non-profit resource for manufacturers, helping to accelerate 
      manufacturing success, advance innovation, and drive growth for manufacturers 
      throughout West Central Ohio.

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