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Our Mission

Our Mission

At JL Smith, we are a dedicated team of fiduciary financial advisors located in Avon and Fremont, Ohio; Seattle, Washington; Minneapolis, Minnesota; as well as Jacksonville, Winter Park, and Palm Coast, Florida. We help American families by simplifying and educating them on comprehensive wealth and tax management strategies to grow and preserve their wealth.

Our team takes a process-driven holistic approach to wealth management — it’s not just our name, it’s our passion and practice. We go beyond gathering assets and get down to what money actually means to you and what goals you would like to achieve now, in retirement, and in your legacy.

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

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Blogs

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

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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.

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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. 

JL Smith supporting Super Heroes non-profit


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