• 3210 Beaver-Vu Dr. Beavercreek, OH 45434

    (937) 426-2202

  • Smith, Moses & Cozad

    Smith, Moses & Cozad


    Financial Services

    About Us

    At Smith, Moses and Cozad, 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


    Beavercreek Office: 2149 N. Fairfield Rd.
    David A. Smith, CFP®, AIF®, MSFS
    Forest W. Moses, CFP®
    Michael A. Cozad, CFP®
    ShredFest 2013 - Protecting Identities

    Rep/Contact Info

    David Smith
    Certified Financial Planner, MSFS, AIF
    David Smith
    Managing Partner