To us, financial planning is more than just investment advice. We’re here to serve as your financial advocate, partnering with you in your journey towards financial empowerment and the freedom to enjoy a fulfilling retirement.

JL Smith Holistic Wealth Management began with a vision to simplify retirement planning for families everywhere. What started as a small team in Ohio has grown into a nationwide network of dedicated financial professionals, united by a common goal: to provide holistic wealth management that goes beyond traditional financial planning.

At JL Smith, we believe that true financial well-being encompasses more than just numbers on a balance sheet. Our holistic approach considers every aspect of your financial life, including your hopes, dreams, and concerns.

The JL Smith team comprises a diverse group of financial specialists, each bringing unique expertise to the table. From certified financial planners to tax specialists and estate planning experts, our team collaborates to provide comprehensive wealth management solutions.

As a passionate team of financial fiduciaries dedicated to simplifying wealth management for all our clients, we believe in being guided by principles that not only allow us to be better professionals for you, but also people in our daily lives. Our core values are :

• Ownership Mindset: We empower our team to be more than just employees, but active participants in our mission and growth — which means always searching for new ways to serve you better. When we are all invested in our success, we can reach new heights together.
• Hungry yet Humble: Never settling is part of our ethos when it comes to providing the highest standard of service for you. Our team members are valued for their drive and yet ability to always recognize the contributions of others. No one person is more valuable than the next, but we are all dedicated to raising the bar for our clients.
• Innovation 2 Execution: Great ideas can come from anywhere, and we nurture our team’s inspiration to bring new solutions to our clients and help our firm become even better. Just as important as the idea is the ability to make it reality, and we give our people the tools and support they need to bring thoughts to life.
• Kind and Compassionate: Walking in another’s shoes is priceless in the kind of work we do. To bring you the quality, tailored guidance that makes a difference, everyone from the person answering your first phone call to the advisor creating your plan strives to be welcoming and understanding of your situation.
• Positive, Grateful, and Fun: Getting to be integral in our clients’ life journeys is something we are thankful for every day. In addition to going about our day with gratitude, we make sure we keep things lighthearted and never forget to smile. After all, goodness is all around if you pay attention!

Our founder, Jason L Smith, CEP®, BPC, literally wrote the book on our proprietary holistic planning process called The Bucket Plan®: Protecting and Growing Your Assets for A Worry-Free Retirement. We utilize the concepts of this best-selling book every day in our practice to build holistic retirement plans that are easy to understand and implement.

Whether you're planning for retirement, looking to optimize your current financial strategy, or seeking to leave a lasting legacy, we're here to guide you every step of the way.

Let us show you who we are — your guide to financial confidence and clarity. Start a conversation about your financial future by scheduling a complimentary consultation today.

Questions? Call us at (844) 557-9181