Our Mission
At JL Smith we are fiduciary advisors located in Avon and Fremont Ohio, Jacksonville, Winter Park and Palm Coast Florida, Seattle, Washington and Minneapolis, Minnesota that help American families like yours by simplifying and educating on comprehensive financial and tax planning strategies.
Our team takes a simplified holistic approach to financial planning. We try to help maximize your life savings to accomplish your unique retirement goals by coordinating all critical areas of your financial life through education and management.
Community Outreach
At JL Smith we pride ourselves with connecting with our communities and give back. Partnering with Super Heroes to Kids in Ohio, a non-profit whose mission is to spread goodwill through simple acts of kindness, recognize individuals who have battled through adversity, and encourage the involvement of the community to make a positive difference in the lives of others.
