States Served
Years of Service
Certified Public Accountants (CPAs)
CERTIFIED FINANCIAL PLANNER® Practitioners
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Accompanying services for our investment management clients:
At Cozad Asset Management, we’ve spent over 50 years building relationships based on service, professionalism, and integrity. We’re committed to serving your best interests and helping you secure a lasting financial legacy in the ways that matter most to you. We are here to offer guidance with warmth and transparency, using a team-based approach to address all your financial needs. We look forward to the opportunity to work with you.
Our Team
As a collaborative group of investment advisors, CPAs, and CFP®s, we have the experience and expertise to handle the unique, diverse, and evolving needs of our clients. With our investment advisors averaging over 20 years with Cozad, we’re committed to building genuine, trusted, long-term relationships both with each other and with you.
Our Story
With over 50 years in financial services, Cozad Asset Management has grown into one of the longest-standing and largest Registered Investment Advisors in East Central Illinois. Since its founding in 1972, its leadership has been grounded in a consistent set of values and a commitment to the greater good in our community and beyond.
Please give us a call at 217-356-8363 or 800-437-1686 to connect with our team of experienced financial professionals – or fill out the form and we will contact you at our earliest convenience.
We look forward to connecting with you!
