Philly Jones, CFA

Financial Advisor

Education & Other Highlights

Philly Jones is an institutional retirement plan advisor based in Alpharetta, GA.

Philly became part of CAPTRUST in 2019 from FiduciaryVest. He serves as a principal and financial advisor responsible for providing holistic retirement plan advisory services to fiduciaries of corporate retirement plans. Philly began his career in 1996 at Arthur Andersen, leading the defined contribution unit of Andersen’s Institutional Investment Consulting Practice. In 2005 he co-founded and became managing partner of Atlanta-based FiduciaryVest, an independent, employee-owned boutique advisory firm specializing in cutting-edge investment advisory services and fiduciary oversight strategies.

Philly is a summa cum laude graduate of Furman University, where he enjoyed being quarterback and captain of the football team. When he is not in the office or with a client, Philly enjoys volunteering in his community, coaching youth sports, and managing Reclaiming Hearts Ministries, a nonprofit organization he founded with his wife, Denise.


  • Bachelor of Science in mathematics from Furman University

Industry Designations

  • Chartered Financial Analyst


  • Founder, Reclaiming Hearts Ministries

Awards & Recognition

  • Barron’s Top Institutional Consulting Teams | 2020, 2021, 2022, 2023 (Team Atlanta)
  • Financial Times 401(k) Top Retirement Adviser | 2018
  • PLANADVISER Top 100 Retirement Plan Advisers | 2018
  • PLANADVISER Top DC Advisory Firm | 2017
  • NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Atlanta)


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