Welcome to Code Smith Financial

Thank you for visiting our website. We are honored that you would take the time to review our firm, our services, our financial products, our personnel, and our strategies.

Our firm was created in 1983 to assist high net worth individuals with wealth management, to assist business owners with business insurance and business planning issues, and to assist other professionals and individuals in maximizing their personal financial model by incorporating insurance products, by reviewing investment options, and by utilizing educational sessions to develop better strategies.

Our professionals are highly experienced and highly credentialed, and our staff is skilled in handling your business. Most of our staff have been with the firm for many years, which further strengthens the relationships we have with our valued clients.