Derek Jess
CFP®
Plancorp
Senior Wealth Manager
Derek Jess
CFP®
Plancorp
Senior Wealth Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Derek Jess, CFP®
Fee-Only financial planner located in Saint Louis, MO, serving clients locally and across the country
Derek Jess is a Saint Louis, MO fee-only financial planner. Plancorp provides comprehensive wealth management, corporate retirement plans and family office services to help and individuals, families, business owners and ultra high net worth clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Derek Jess is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Derek Jess joined the Plancorp team in 2018 when he and his wife moved to St. Louis from Denver to raise children closer to family.
As a Senior Wealth Manager, Derek helps our clients with high income and complex needs navigate through all stages of life. He has also developed specializations in financial planning for college-bound families and employees with equity-based and deferred compensation plans.
Derek is a lifelong learner with an appetite for books that far exceeds the time he has to actually read them. His wife will tell you he cares way too much about his lawn and his homemade lattes. He is also an avid fan of Nebraska football, craft beer, and all things local.
Derek Jess is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At the heart of Plancorp's philosophy is a commitment to serve as advocates for our clients. We provide financial planning and asset management services to individuals, families and institutions. We also offer corporate retirement plan design and investment management services and serve as advisors for business owners looking to transition their businesses.
With Plancorp there are no hidden agendas or hidden fees—just absolute transparency. Contact us to learn more about our unique approach or to schedule a complimentary portfolio review.
Our Perspective
Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business.
That was in 1983, but the sentiment still drives every decision we make. After 35 years of helping individuals, families and business owners plan for financial independence, our commitment to serving as financial life advocates is stronger than ever.
Unlike a broker-dealer that must constantly sell products to earn commissions, Plancorp is an investment advisor—we don’t sell products at all. Our only allegiance is to our clients.
We sit down with every client to discuss his or her vision for the future. Then, we use our financial planning process to turn that vision into actionable goals. Along the way, we provide education on various techniques and tools, including the investment portfolio. We base our recommendations on academic, Nobel-prize winning research, trusting in the power of the market to help us capture optimal returns.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Derek Jess is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Derek Jess is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Derek Jess
Office Locations:
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540 Maryville Centre Dr
Suite 105
Saint Louis, MO 63141
