Mcgovern Financial Planning, LLC

Overview

Mcgovern Financial Planning, LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individual and small-business clients. The firm bills clients using a percentage-of-assets model and also offers hourly engagements, indicating it serves both ongoing advisory relationships and project-based planning work. Its ADV filing classifies it as an Independent RIA, not a capital allocator, and it does not identify as an active ESG investor, pension consultant, or multi-state adviser. Advisory activity centers on traditional financial planning and discretionary portfolio management for individuals and families. The firm lists an accounting affiliation, which suggests coordination with tax professionals is part of how it serves clients, though there is no indication of separate family-office services.

Assets & Accounts

Investments & Alternatives