Semantic Coherence: Smith Moore and Co – Signal Evidence & AI Readability

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We Keep Your Financial Plan Evolving

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[H4] Not Another Mega-firm.

We have over a century of success serving clients as a boutique firm with a wealth of resources.

Our History

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[H4] Committed To Your Needs First.

Our client-first solutions are designed to move you closer to your financial goals.

Services

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[H4] Financial Planning The Way It Should Be.

LifePhase180˚ focuses on strategies that evolve with you through three distinct stages – Accumulation, Distribution, and Legacy.

Our Process

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[H4] Independent, Not Alone.

Get more out of your career by getting more out of your firm.

Discover More

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[H4] Get Started Today.

We’d be happy to hear more about your goals and discuss how we can help.

Find a Branch

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100+

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YEARS

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Investment Advice Through Every Stage Of Life.

We deliver full-service wealth management solutions for multiple generations of clients and institutions.

Find a Financial Advisor near you

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HOW CAN WE HELP?

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FIND A LOCATION NEAR YOU

We hold a passionate belief that a local provider is best for clients and best for our business. Please call or visit one of our office locations listed here or complete this form and submit.

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More Than A Century Of Success

Founded in 1913, Smith Moore is proud to have grown while maintaining a people-focused approach to wealth management. As one of the oldest investment firms established west of the Mississippi River, we have a storied history of helping our clients plan their futures and achieve financial peace of mind.
Today, Smith Moore continues to thrive as a strong boutique firm and has expanded to a total of 11 locations with branches in Missouri, Illinois, Kansas, and Mississippi.

1913Federal Reserve System is Born1914-1918World War I
1929Wall Street crash, Black Tuesday
1929-1940Great Depression
1933Banking Act of 1933 forms the FDIC
1933Securities Act of 1933
1934SEC formed
1938Smith Moore celebrates 25 years
1939-1945World War II
1953Smith Moore celebrates 40 years
1956Of the 200 firms involved in Ford Motor Company’s IPO release, Smith Moore is one of 11 firms still in business today to remain as an independent, privately owned investment firm
1963Smith Moore celebrates 50 years
1966Philip Plack merges his company, Plack Hanser, into Smith Moore and relocates office to 4th and Locust facility
1970Securities Investor Protection Corporation (SIPC) is created
1972Dow hits 1,000 for the first time
1973Oil prices shock
1987Black Monday, Dow crashes 22%
1988Smith Moore celebrates 75 years
1989Dow loses 7% when junk bond market collapses
1997Dow plunges 554 points due to Asian market crisis
1998-2000Dotcom bubble burst
1999Dow hits 10,000 for the first time
2001Dow plunges 684 points due to 9/11 attacks
2003New management takes the helm under Harry Langenberg Jr. and Jim Deutsch and relocates office to the Sevens building in Clayton
2004Smith Moore opens its second branch office in Jefferson City, Missouri
2007Wachovia buys A.G. Edwards
2007Smith Moore opens its third branch office in Chesterfield, Missouri
2008Lehman Brothers files for bankruptcy and TARP program passed
2008Smith Moore opens its fourth branch office in Columbia, Missouri
2009Smith Moore opens its fifth, sixth, and seventh branch offices in Kirksville, Missouri; Overland Park, Kansas; and Effingham, Illinois
2013Smith Moore celebrates 100 years
2020Smith Moore opens its eighth branch office in Brandon, Mississippi
2021Smith Moore opens its ninth and tenth branch offices in Fulton and Moberly, Missouri
2022Smith Moore opens its eleventh branch office in Topeka, Kansas

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Plans That Adapt As Life Goes On

Our highly personalized LifePhase180˚ planning approach helps solidify your achievements through all life stages with a focus on establishing your legacy.
LifePhase180˚ Planning is our comprehensive, custom planning process that evolves as you move through the three key phases of your life: Accumulation, Distribution, and Legacy. Our client relationships begin with a detailed analysis to get a clear understanding of your personal needs and goals. Then, your financial advisor develops a custom investment strategy to help work toward your goals. As your financial needs change, your financial advisor will utilize our mix of resources and services to provide ongoing guidance customized to your specific needs.
For most investors, LifePhase180˚ is a linear progression as life continues. Our goal at Smith Moore is to carefully craft plans which address your changing needs throughout life based on your investment objectives, risk tolerance, and time horizon.

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Accumulation

As you begin to build your legacy, it is important to acquire assets to use toward achieving your financial goals. Financial advisors will be a valuable resource at this stage of your journey, as their experience will be your guide.

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Distribution

Once you are close to reaching your goal, it is just as crucial to stay disciplined in your planning at this stage as it is in the Accumulation stage. You have worked hard to reach your goal, whether it’s something like retiring comfortably, saving for a child’s college education, or planning a significant charitable gift. You’ll discuss logistics and strategies with your advisor which can be utilized during the Accumulation and Distribution stages to help you achieve what you have worked toward.

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Legacy

As you look beyond your life, you likely want to impart some sort of provision for your loved ones or forge a positive difference for future generations. Your financial advisor will work with you to establish where your assets will best suit your end goals, whether you are disseminating them for your loved ones or through gifting initiatives.