Jeff Laughlin (CFP®, MBA)

Jeff Laughlin focuses in the
following client markets or areas of practice:

  • Business Owners
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

  • Client goals and objectives drive investment recommendations
  • Academically structured portfolio models
  • Annual financial plan and portfolio review
  • Non-portfolio financial advice
  • Recommendations on non-managed assets

Additional Information

We are an independent Fee-Only (no commissions) financial planning and investment advisory firm.

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. In January 2011, Jeff Laughlin joined Fidelis as a planner and became Jack’s full partner in the firm by April 2012.

NAPFA Start Date

January 14, 2013


This Office

42 Portwest Ct Saint Charles, MO 63303-5985 Phone: (636) 922-9252 Fax: (314) 754-9165