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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.

Helpful Content

Guides

We have compiled a list of 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.

"Our goal is to help protect and grow your assets and save you money on taxes now and into the future."

Jason L Smith

Super Heroes to Kids in Ohio

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.

Bring a NEW unwrapped toy to donate at our Avon office or make a monetary donation.

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