We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information. 

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.



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.

Finance

JL Smith | Holistic Wealth Management

JL Smith | Holistic Wealth Management's headquarters in Avon, United States

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People (11)

Matt Seitz

Gary J. Pelfrey

Caleb Burr

Maria Sullivan

Matthew Yakimow

Michael Cooke

Sarah Warnkin

Shelly Spieth

Robert Lacivita

Bryan Bibbo

Kelli Knudsen

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