Haven + You.

Enjoy Your Now andMany Bright Tomorrows.

Make your goals, priorities, and values the bedrock of your financial plan.

Time is a resource humans cannot make more of, and so, Haven serves only a set number of individuals and families given the level of services offered.

I strive to live my life in a way that honors my values and goals. I believe that real financial planning and being there for family, clients, and community takes time. You feel this way, too.

You want to spend time with the people you love in the places you enjoy.

You believe that wealth means more than money.

About Haven Wealth Planning

We believe in the power of taking the time to lead, align, and support your unique goals and values through our thoughtful approach to financial planning. Like you, we act with intention and believe that trust happens with transparency, communication, reliability, and integrity.

In our experience, personalizing your financial plan takes time. It means we build it together. We will refresh it as the world changes and as your goals and priorities evolve. We believe you can make steady progress toward your goals—and we want you to know that we will be there alongside you every step of the way.

We can help you build repeatable habits that contribute toward achieving your goals, so you can stay motivated and on track. We strive to keep the doors of opportunity open, when you need them.

To create a positive, long-term relationship, you want us to be candid with you. You want us to be able to tell you when there is a gap between your words and your actions. Like when your current spending levels will delay your planned retirement. Or when you can afford to take that trip.

We can help you identify issues before they become real problems. We can also help you plan for when you could take advantage of unique opportunities.

Together, we can build a financial plan that helps provide you with options so you can enjoy your desired lifestyle now and throughout the future.

Enjoy the smart decisions that align with your rigorous expectations and lifetime goals.

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About the Lead Financial Planner and Founder

When you choose to work with Haven Wealth Planning you work directly with the firm’s Lead Financial Planner and Founder, Jeff McGovern. Jeff has a passion for helping others achieve their goals. He takes time to understand your current situation, goals, values, and priorities before proposing strategies to help you grow and protect your wealth.

Jeff has more than 15 years of experience in the wealth management industry. Prior to founding Haven, he was most recently a partner at an independent investment advisory firm in Saint Louis where he helped lead the firm’s strategic acquisitions. He previously held various operations, management, and fixed income roles in the wealth management industry.

Jeff has completed the Boston University Financial Planning Program. He holds an MBA from Washington University in St. Louis. He received a bachelor’s of business administration in finance and a bachelor’s of arts in markets and culture from Southern Methodist University in Dallas, Texas. A St. Louis native, Jeff graduated from Saint Louis Priory School.

Jeff is married to his high school sweetheart and best friend, Anne, and together they are parents to three amazing daughters. In his free time, he enjoys spending time with family and friends, volunteering as a soccer coach for his daughters, being outdoors, and staying active.

Haven + You.

Successfully building your wealth can feel energizing, and with that success can come new complexities.

Align your money with what matters.

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