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Haven Wealth Planning
Haven Wealth Planning is a fee-only, registered investment advisory firm based in St. Louis, Missouri. It provides financial planning and investment...
Overview
Haven Wealth Planning is a fee-only, registered investment advisory firm based in St. Louis, Missouri. It provides financial planning and investment management for families and professionals in the St. Louis area. The firm acts as a fiduciary with an obligation to act in clients' best interests and offers services including retirement planning, investment management, tax planning, and estate planning coordination.
General information
Firm type
RIA
Year founded
2024
Location
Region
North America
Country
United States
City
St. Louis
Principals
Jeff McGovern
Lead Financial Planner and Founder
Jeff McGovern
Lead Financial Planner and Founder
Sector focus
Frequently asked questions
Does Haven Wealth Planning manage institutional capital or outside LP commitments?
The firm's client base consists of individual families and their associated entities, not institutional limited partners. Haven Wealth Planning does not sponsor commingled funds open to external accredited investors. All investment management is directed toward the balance sheets of the families under its advisory mandate.
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