Legacy financial strength Established in 1913 with a long-standing history in wealth planning, Smith Moore presents an opportunity to engage prospects seeking stability, seasoned advisory approaches, and trusted guidance across accumulation, distribution, and legacy planning.

Growth through advisors Recent hires such as Roger Koch and a track record of expanding with senior financial professionals indicate a momentum in advisor recruitment. This suggests potential for partnerships that offer tech enablement, practice management support, or co-branded client acquisition programs.

Mid-sized firm prospects With 51-200 employees and revenue in the mid-range, Smith Moore sits between boutique and large firms, signaling openness to scalable services such as outsourced investment operations, CRM/workflow enhancements, and targeted marketing services to accelerate advisor productivity.

Technology stack fit Current stack includes Office 365, PHP, SEO tools, and web form solutions, indicating receptivity to modernization efforts, cybersecurity enhancements, and scalable client engagement platforms that can improve onboarding, document automation, and analytics.

Regional growth focus Active branches in Missouri and St. Louis area, with leadership hires and client growth signals, point to opportunities for regional partnerships, digital marketing campaigns, and localized service offerings tailored to midwestern high-net-worth households.