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Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Align your financial needs with your personal goals through the holistic financial planning.

JL Smith is an independent retirement planning and wealth management firm based in Avon, Ohio. Founder, Jason L Smith, is a second-generation advisor who, early in his career, recognized a significant need in the financial services industry for independent, holistic planning for American families.

Client Centered

Jason established JL Smith in 1995 and grew his team of professionals with the mission to serve our community in Avon as an advisor, bringing together all critical areas of financial planning—whether collaborating with our team internally or working with your established professionals such as accountants, brokers, attorneys, insurance agents and other experts. Over the years, we’ve grown our business to serve cities all across Northeast Ohio, including Cleveland, Lakewood, Strongsville, Fairview Park, Elyria, Lorain, Port Clinton, Sandusky, and more. 


Too often, those nearing retirement or already in retirement, find themselves with retirement plans that are inefficient or no longer reflect their risk tolerance, leaving them vulnerable to market volatility as well as economic and legislative changes. A holistic financial plan avoids those pitfalls by taking an integrated approach that coordinates all key areas of your financial life, including:

By creating a holistic plan, we can help eliminate any gaps or redundancies and identify new opportunities to align your hard-earned life savings with your retirement goals. We can help you avoid tax inefficiencies and missed savings opportunities and identify critical legal documents that will help you leave the legacy you want for your loved ones.

Our expert team is here to help with financial planning for retirement so that you can maximize your savings and accomplish your goals.

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Have questions? Call us at (440) 934-9181 or

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