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Your Retirement.
Our Guidance.

The road to a comfortable retirement is smoother with a trusted guide. Let us show you the way. 

Because it’s not just retirement planning, it’s how you spend the rest of your life.

Learn how JL Smith helps provide a plan and partner for the total wealth management of high-net-worth families and individuals.

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Our Mission

Our Mission

We support American families on their path to growing and protecting their wealth.

Holistic wealth management is not just in our name, it’s our passion and practice. Our dedicated team of fiduciary financial advisors take their time to understand your concerns and priorities and use a holistic process-driven approach to create personalized, tax-efficient plans that go beyond gathering your assets.

A Nationwide Network

Our mission knows no bounds — we have locations in Avon and Fremont, Ohio; Seattle, Washington; as well as Jacksonville, Winter Park, and Palm Coast, Florida. Our team of diverse specialists use their expertise to help ensure you feel confident in your financial situation and empowered to leave the planning to us, and the living to you.  

Meet Our Team

We’ve built an ensemble practice whose strength comes from people with diverse specialties in wealth management and client service. From expertise in complex tax situations and the family office suite model, to Medicare planning and life insurance, our team leverages their training, awards, and accolades to personalize every aspect of your experience.

Meet Our Team

Helpful Retirement Planning Resources

You can never have too much information when it comes to planning for your future. Brush up on your knowledge and learn new strategies and considerations with our variety of free resources:

Guides

Improve your understanding of topics like proactive tax strategies, social security benefits, and more with our free guides, available for immediate download.

View Guides

Blogs

Check out our blog for helpful insights, market updates, and more to assist you on your path to sustained financial well-being.

Read Blog

Podcasts

Listen to our Holistic Health and Wealth Podcast series hosted by our founder and CEO to learn more about how to prosper in your mind, body, spirit, and financial life.

Listen to Podcast

What our Clients Say

"Your whole company at JL Smith is wonderful, all the people who work there are so intelligent and know exactly what they’re doing " - Sharen Z.

“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.  April 2024” 

Community Outreach

The JL Smith team 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. 

The JL Smith team and C2P Enterprises teamed up at the Greater Cleveland Food Bank as part of our 2023 Community Day. It's all about giving back and supporting our community.

Learn About Our Community Involvement

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