Partners - Smith, Moses and Company

 

Established in 1992, Partners David Smith and Forest Moses began a successful financial planning services company  in Dayton because they wanted the independence and opportunity to give unbiased financial advice and offer strategies to clients.  In 1998, Dave spearheaded the opening of a second SMC office in Beavercreek on N. Fairfield Rd. By then, SMC had seven advisers in both offices.

Today the firm, which continues to expand its number of advisory/fee-for-service accounts through FSC Securities Corporation, is one of the largest independently owned financial services firms in the Dayton area, with 10 independent advisers.