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Philly Jones, CFA, CPA Philly Jones, CFA, CPA
        Director

Philly Jones has 11 years of experience providing investment advisory and fiduciary support services to qualified plan sponsors. Prior to founding FiduciaryVest, Philly led Clark Consulting's defined contribution plan investment advisory practice and filled a similar role for Arthur Andersen's institutional investment consulting practice. Philly is a thought leader in the defined contribution industry and frequently speaks on topics such as "Managing Fiduciary Responsibility" and "Controlling 401(k) Plan Costs."





Founders: J. Gregg Buckalew  |  Philly Jones  |  Harold Small