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Our Mission

Our Mission

At JL Smith we are fiduciary advisors located in Avon and Fremont Ohio, Jacksonville, Winter Park and Palm Coast Florida, Seattle, Washington and Minneapolis, Minnesota 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 life savings to accomplish your unique retirement goals by coordinating all critical areas of your financial life through education and management.

Helpful Content


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

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

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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.

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"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” 

Community Outreach

At JL Smith we pride ourselves with connecting with our communities and give back. 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. 


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