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 provides fee-only, advice-only financial planning and investment advisory services to individuals and families, with an emphasis on retirement income and investment planning. Client engagements cover cash flow and debt management, tax and estate planning, Social Security optimization, asset allocation, investment selection, and occasional group educational workshops. The firm follows a fundamental, long-term buy-and-hold investment philosophy that emphasizes asset allocation as a primary determinant of portfolio outcomes, using publicly available research, computerized asset-allocation models, and subscription services. McGovern does not take discretionary trading authority and clients retain responsibility for implementation and custody decisions. Notably, McGovern bills clients on an hourly or flat-fee project basis rather than charging a percentage of assets under management and does not charge performance-based fees, a billing approach that is uncommon among firms in this category. The practice is led by a single CFP® professional with a lengthy background in tax and accounting publishing and academic instruction, and it operates without custody or assets under management, which distinguishes it from larger, institutionally focused investment managers.

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.