CLEVELAND, May 20, 2025 — JL Smith Holistic Wealth Management is proud to announce that Bryan Bibbo, AIF®, NSSA®, BPC®, CEPA®, President and CFO, has been recognized as a 2025 InvestmentNews Excellence Awardee and named a Regional Finalist for Advisor of the Year – Midwest.
Bryan Bibbo brings more than two decades of experience in financial services and has been instrumental in JL Smith’s rise as a leader in process-driven, values-based financial planning. Serving clients from its Ohio headquarters—and additional locations in Florida, Minnesota, and Washington—JL Smith is known for delivering integrated, holistic financial strategies tailored to the unique needs of high-net-worth individuals, retirees, business owners, and professionals.
“It’s a true honor to be recognized among such impactful professionals in the Midwest,” said Bibbo. “This award reflects the heart of our mission to walk alongside American families and provide personalized, comprehensive, tax-efficient strategies that help grow and protect their wealth. At JL Smith, holistic wealth management isn’t just a philosophy—it’s how we serve, support, and plan.”
JL Smith’s commitment to a comprehensive approach with The Bucket Plan®—grounded in the Five Pillars of Holistic Wealth Management: financial planning, asset management, tax management, protection planning, and legacy planning—sets the firm apart. Under Bryan’s leadership, the firm continues to expand its impact while maintaining deep, personal relationships with each family it serves.
“Bryan’s recognition as a finalist for Advisor of the Year – Midwest speaks volumes about the care, commitment, and leadership he brings to his clients and our team,” said Jason L Smith, CEO of JL Smith Holistic Wealth Management. “His dedication to simplifying clients’ financial lives through holistic planning embodies everything we stand for.”
About the Award Process
Nominations across the wealth management industry were evaluated by the InvestmentNews Awards team, supported by in-depth research. Finalists were invited to submit detailed materials for consideration by an independent panel of industry leaders. Winners will be announced at the InvestmentNews Awards Dinner in New York City on Tuesday, June 24. Third-party ratings are not endorsements and do not guarantee future results. Rankings may not reflect client experiences and are typically based on information provided by the adviser.
About JL Smith Holistic Wealth Management
JL Smith is a holistic wealth management firm dedicated to helping American families simplify their financial lives and achieve lasting prosperity. Our comprehensive planning model aligns every financial decision—investments, taxes, estate, protection, and income—with what matters most to each client. JL Smith is affiliated with Prosperity Capital Advisors, a nationally recognized, SEC-Registered Investment Adviser (RIA) built on a planning-first philosophy.
For more information, visit www.JLSmithGroup.com or call (440) 934-9181.