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The JL Smith Group

Align your financial needs with your personal goals through the holistic financial plan

The JL Smith Group in an independent retirement planning and wealth management firm based in Avon, Ohio. Founder, Jason L Smith, is a second-generation advisor who, early in his career, recognized a significant need in the financial services industry for independent, holistic planning for middle-class Americans. He established The JL Smith Group in 1995 and grew his team of professionals with the mission to serve our community as an advisor, bringing together all critical areas of financial planning--whether collaborating with our team internally or working with your established professionals such as accountants, brokers, attorneys, insurance agents and similar. Through this approach, we can help eliminate any gaps or redundancies and identify new opportunities to align your hard-earned life savings with your retirement goals.

Click here to meet our team, or contact us to request a complimentary consultation to discuss your holistic planning needs today!