Fidelis Financial Planning, LLC

Fidelis Financial Planning, LLC is a financial planner in St. Louis, MO. The firm provides financial planning and portfolio management services, including retirement planning, tax planning, estate planning, education funding, and risk management. They serve families, professionals, and retirees in St. Louis, St. Charles, and the surrounding areas. The business holds a 5.00 rating based on customer reviews.

As an independent, fee-only fiduciary advisory firm, Fidelis Financial Planning, LLC focuses on guidance rather than commissions. The team provides personalized wealth management and investment advice using a disciplined approach grounded in academic research. Their services include creating strategies for income, managing how taxes affect financial choices, and building diversified portfolios designed to weather market fluctuations.

The firm is led by President and Owner Jeffrey M. Laughlin, a Certified Financial Planner who holds an MBA with a finance emphasis from the University of Missouri - St. Louis. The team also includes paraplanner Brandon Lovingier, a Chartered Financial Consultant and Military Qualified Financial Planner who received The American College of Financial Services NextGen Financial Professional Award for 2024. The firm was founded by Jack D. White, whose vision for client-first advice established the company's foundation.

Located in St. Louis, Missouri, the firm sits near South Brentwood Boulevard and Eager Road, with Memorial Park and Black Creek within a short distance.

BizScoreAI awards the business a Content Quality score of 100 out of 100, meaning the website clearly describes its services and answers customer questions in a way that AI assistants can quote directly. The Technical score is 89 out of 100.