Fidelis Financial Planning is the independent wealth management firm prepared to offer straightforward answers to investors who are tired of sales pitches and searching for the next ‘silver bullet’ of investment advice. Questions are answered confidently, unbiased, and based on years of education and experience supported by academic research.
Our founder, Certified Financial Planner® Jack D. White, is a degreed accountant and educator with decades of broad experience in the financial services industry. In May 2007, Jack transformed his existing fee-based practice by establishing Fidelis Financial Planning, LLC as the first independent, Fee-Only™, registered investment advisory firm in Saint Charles, Missouri.
Clients trust Jack’s broad knowledge and fiduciary responsibility to place their needs first. He makes full disclosure of fees and any potential conflicts of interest, takes no commissioned sales or referral fees, and pledges this in writing. The same integrity is evident in all Fidelis staff and support.
We strive to understand your concerns, goals and dreams and then work together to address the issues that impact your financial life.