Smith Moore Employee Directory
Financial ServicesMissouri, United States51-200 Employees
Smith Moore is a mid-sized financial services firm located in Clayton, Missouri. It offers integrated wealth planning that adapts across accumulation, distribution, and legacy, with strategies customized to each client's objectives, current situation, risk tolerance, and time horizon. Founded in 1913, the firm emphasizes a long-standing commitment to client service and a personalized advisory approach that supports clients through various life stages. It operates in the financial services industry, focusing on local advisory services in the Greater St. Louis area. In January 2024, the firm announced the addition of veteran financial advisor Roger Koch, expanding its advisory team. The organization describes its work as tailoring guidance to individual needs as clients move through wealth planning phases.