St. Louis Fee-Only Financial Planning and Investment Management | Haven Wealth Planning

Financial Planning and Investment Management for Families and Young Professionals in St. Louis

You’re On The Road to Financial Success. What’s Next?

Successfully building your wealth can feel energizing. With your success can come new questions and opportunities.

You are clear on your values and what matters to you. You want to make smart money decisions. You want to keep building a strong foundation for you and your family.

You want to work with a financial planner who supports your short-term goals and long-term aspirations.

Haven Wealth Planning helps busy parents and professionals like you develop financial plans to address questions like:

How can I save for a fulfilling retirement beyond my 401(k)?
What does it take to save for the kids’ education and make a lifetime of memories along the way?
These causes are close to our hearts – what are our options to give even more meaningful support?

As your financial planner in St. Louis, we can help you get organized and start feeling more confident that you are making progress towards your savings priorities.

If you’re ready to take the next step and work with a financial planner in St. Louis, let’s talk.

Financial Planner for Families and Young Professionals in St. Louis

You want to experience a guided approach to financial planning and investing. Working with Haven Wealth Planning can provide you with the right mix of accountability, collaboration, and long-term thinking. As a registered investment advisory firm, we have a fiduciary obligation to act in your best interests.

Confidently prepare for fun milestones and new phases in your life:

When was the last time you checked how your homeowners insurance fit your family’s lifestyle? With rising costs, this guide helps you make an informed review.

Investment Management

An Evidenced-Based Approach.

Financial planning solutions to manage your investments using a disciplined, proactive investment experience. We seek to capture market returns over your lifetime through:

Global Diversification
Low-Cost Strategies
Asset Location
Rebalancing
Asset Allocation

We maintain a calm, steady hand, even when the market is anything but calm.

Tax Planning for Investments

Taxes can significantly erode your investment returns. After-tax results matter.

We help you evaluate current and future tax planning opportunities, like:

Roth Conversions
Tax-efficient withdrawals
Tax-loss harvesting
Employer Benefits
Charitable Deduction Bunching
Education Funding
Restricted Stock Units

Risk Management

Protect What’s Yours.

Accurately protecting your assets and livelihood is a core element of your wealth plan. We review your insurance coverages so you can better protect what’s yours.

As your needs evolve, we identify, measure, and recommend how you can approach risk. We do not sell insurance products. Period.

Retirement Planning

Enjoy Your Path.

Confidence before and during retirement.

We help provide you with the right mix of accountability, thoughtfulness, and long-term thinking.

We provide you with dedicated support throughout your financial life, not just when you reach retirement.

We’ll help you understand how much you should target saving each year.

Whether you see yourself traveling, following a lifelong passion, purchasing a second home, or enjoying more time with family. Our financial planning solutions can help you get there.

Beneficiary designations are your direct voice to others, specifying who receives your assets after you're gone. Discover actionable insights into how your beneficiary designations can be a cornerstone of your financial plan.

Estate Planning Coordination

Plan Your Legacy.

We understand how hard it can be to think about what happens after you are gone.

If you would like your loved ones to benefit from your assets after your death, evaluate financial planning solutions that help make sure that happens according to your wishes.

We work with you and your estate planning attorney to integrate financial, charitable, and non-financial goals into your estate planning.

About the Lead Financial Planner

When you choose to work with Haven Wealth Planning you work directly with the firm’s Lead Financial Planner and Founder, Jeff McGovern. He has more than 16 years of experience in the wealth management industry and 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.