Helping People Create, Manage and Preserve Wealth.

Smith, Griesmeyer & Moses, LLC (SGM), a financial services firm specializing in financial, estate, and investment planning*. SGM has offices in Vandalia and Beavercreek, Ohio. Our services include: 

  • Wealth and Preservation Strategies
  • Personal and Business Financial Planning
  • Fee Based Investment and Portfolio Management
  • Estate Planning
  • Income Replacement
  • Retirement and Pension Planning
  • Investment Priority Planning*
  • Employee Benefits Analysis
  • Insurance Planning and Risk Management 

As independent advisors, we are committed to providing unbiased financial advice, product recommendations and strategies to help accomplish your financial services needs. 

*All references to securities and investment advisory services are offered through FSC Securities Corp., member FINRA/SIPC and a registered investment advisor. Smith, Griesmeyer and Moses LLC is not affiliated with FSC Securities Corp or registered as a broker dealer or investment advisor.  

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Use this calculator to estimate how much income and savings you may need in retirement.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Risk Tolerance

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Life Expectancy

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One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

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It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

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