Broker Check
Joseph Voellm, CFF, ChFC, CLU, BPC

Joseph Voellm, CFF, ChFC, CLU, BPC

Lead Advisor | Certified Financial Fiduciary | Chartered Financial Consultant & Life Underwriter

(440) 934-9181

(440) 934-9182

joseph@jlsmithgroup.com

Joseph Voellm is a comprehensive financial advisor with a focus on retirement planning. Before entering the financial planning industry, he served 8 years on active duty in the United States Marine Corps. In that time, he deployed 4 times with 2 combat tours to Iraq, 1 pirate interdictory tour to East Africa, and 1 humanitarian relief tour to Haiti. While in the Marines, he successfully completed his undergraduate degree in finance. Post military service he received his first master's degree from Florida International University in Business Administration and his second masters from Texas Tech University in Personal Financial Planning. Additionally, he has a graduate certificate in Charitable Financial Planning. He is fully licensed and holds a Chartered Financial Consultant designation from the American College and is a Certified Financial Fiduciary.

He loves that he genuinely gets to help families and his best advice is that the best time to take action is right now! There are so many interconnected aspects to financial planning that it takes a comprehensive approach to really achieve optimization. 

When not helping his clients, he likes to give back and provide help to the disabled veteran community. His hobbies include golfing, skiing, and being on the lake, and spending time with his family.

"You either win or you learn, the only way you actually lose is if you don’t learn." - Nelson Mandela

The CFF certification a professional designation provided by the National Association of Certified Financial Fiduciaries (NACFF), Charlotte, NC. To receive this designation, the individual must
complete a certification and training process created by NACFF and The American Financial Education Alliance. The individual must complete a 1-day training course and pass the Program Assessment. The program educates professional advisors about the laws, rules and regulations that determine when the individual is acting as a fiduciary. 10 Annual Continuing Education Hours must be completed to renew the certification. The continuing education keeps the individual up to date on the fiduciary rules.

Contact

Office: (440) 934-9181

Fax: (440) 934-9182

36610 Detroit Road

Avon, OH 44011

info@jlsmithgroup.com

Quick Links

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

©2023 JL Smith. All Rights Reserved.

Serving Ohio, Flordia, and Washington

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC-registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. JL Smith and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through JL Smith are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party was not written or created by a PCA-affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.  

For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A, and Privacy Notice by navigating to www.prosperitycapitaladvisors.com.   

 Privacy Policy