# Haven Wealth Planning

Haven Wealth Planning is a RIA based in St. Louis, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** St. Louis, United States
- **Region:** North America
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** havenwealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/jeffbmcgovern

## Regulatory record

- **CRD number:** 328258
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328258

## About

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.

## Sectors

- Families and professionals

## People

- Jeff McGovern — Lead Financial Planner and Founder
- Jeff McGovern — Lead Financial Planner and Founder

## 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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Last updated: 2026-08-11T15:06:57.816Z

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