JL Smith | Wealth & Tax Planning Employee Directory

Financial ServicesOhio, United States11-50 Employees

JL Smith Holistic Wealth Management is founded on the principles of integrity, transparency, and a client-first approach, putting your best interests above all else. Our goal is to empower individuals and families to make informed financial decisions that align with their life goals and aspirations.

Led by an esteemed team of fiduciary advisors and thought leaders in the industry, we specialize in creating customized plans that encompass all the critical areas of your wealth, including financial planning, tax management, asset management, protection planning, and legacy planning.

Through our collaborative process, we work closely with each client to understand their unique financial situation, identify their objectives, and design a tailored plan to navigate the complexities of the financial landscape.

We are committed to helping our clients achieve financial security and peace of mind by simplifying and educating them on comprehensive financial and tax planning strategies.

Visit us at https://www.jlsmithgroup.com/ to learn how we can help you build a secure financial future.


Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC-registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.

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