In 2006, Jack White transformed Fidelis Financial Planning from an existing Fee-Based practice into the first Fee-Only Registered Investment Advisory firm in St. Charles, MO. Jeff is President of Fidelis Financial Planning, LLC., an independent, Fee-Only, advisory firm. He holds a BS in Civil Engineering from Missouri University of Science and Technology, and an MBA with a finance emphasis from the University of Missouri - St. Louis.
Prior to Fidelis, Jeff served as a Retirement Plan Manager for Moneta Group in Clayton, MO where he managed qualified retirement plans accounting for $200M+ in assets. Jeff's passion is utilizing the financial planning process to ensure his clients achieve their financial goals. His core competencies are in investment and retirement planning.
Prior to Fidelis, Jeff served as a Retirement Plan Manager for Moneta Group in Clayton, MO where he managed qualified retirement plans accounting for $200M+ in assets. Jeff's passion is utilizing the financial planning process to ensure his clients achieve their financial goals. His core competencies are in investment and retirement planning.
Services
We believe every client deserves a thoughtful, comprehensive Financial Goal Plan. Fidelis follows the CFP Board's 6-step process with our clients and takes into account your Goals, Investments, Taxes, Insurance, and Estate Planning. You get full service, advice, and guidance to help you implement and monitor the plan, so that it always reflects your goals and your life.
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