Your Retirement.
Your Way.
We provide comprehensive financial planning services to high net worth individuals, and affluent families. The road leading to your financial independence in retirement can be a bumpy one. Proper navigation is critical to reaching your ultimate destination.

Our Mission
At JL Smith we are fiduciary advisors located in Avon and Fremont Ohio 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 lifesavings to accomplish your unique retirement goals by coordinating all critical areas of your financial life through education and management.
Helpful Content
“I have peace of mind knowing we are in the hands of very competent and caring partners in our journey.” - Gary G.
“The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide guarantee of future performance or success. September 2022”

Super Heroes to Kids in Ohio
We are giving back this year and 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.
Check out our event page for Upcoming Events