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Our Mission

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.

Meet the Team

Helpful Content

Guides

We have compiled a list of exclusive financial planning tips and resources to help you make sense of these topics as well as how they affect your own individual financial journey and goals

Calculators

We’ve provided you with a list of helpful financial calculators to help you with your financial planning.

Podcasts

Holistic Health and Wealth Podcast is a series that will inspire and teach you about how to prosper in your mind, body, spirit, and financial life.

Questions?

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