A complete list of active advisors currently associated with McGovern Financial Advisors, LLC

Warmer can help you find a great advisor at McGovern Financial Advisors, LLC or one who fits your needs even better.

McGovern Financial Advisors provides fee-only, advice-only financial planning and investment advisory services to individuals and families, with a particular emphasis on retirement income and investment planning as well as cash flow, tax, insurance, education funding, Social Security optimization, and estate planning. The firm operates as a solo practitioner practice that delivers planning through project-based and hourly engagements rather than by managing client portfolios on a discretionary basis. When engaged, the adviser conducts an initial interview, gathers client data, and prepares analyses and a written summary of observations and recommendations; asset allocation and fundamental, long-term buy-and-hold approaches guide investment recommendations. Clients retain discretion over implementation and the firm does not custody client assets, act with investment discretion, or maintain brokerage relationships. Distinctive for an independent adviser, McGovern Financial does not provide portfolio management for individual accounts and does not charge percentage-of-assets-under-management fees, instead focusing on written financial plans, specific-area analyses, and occasional group educational workshops. The principal’s professional background in law, tax and accounting publishing, CFP® certification, and prior teaching in a financial planning certificate program is an atypical mix of experience that informs the firm’s research- and documentation-oriented practice.

To learn more about the advisors currently working at McGovern Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Gene Mcgovern	Ridgefield, CT	11

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