Founded in 1972 by Gene Cozad, Cozad Asset Management, Inc. is a family-owned, independent Registered Investment Advisor (RIA). The firm is committed to providing objective, fee-only financial guidance to individuals, families, and businesses. Their core mission is to help clients achieve their financial goals through a holistic approach that integrates financial planning, personalized investment management, retirement plan services, and business succession planning. As a fiduciary, the company is legally and ethically bound to act in the best interests of its clients.

Founded in

United States