Haven Wealth Planning Revenue

Financial Services • St Louis, Missouri, United States • 1-10 Employees

Haven Wealth Planning revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Haven Wealth Planning

John Mcgovern

Founder and Lead Financial Planner

Company overview

Headquarters	St Louis, Missouri, United States
Website	havenwealthplanning.com
NAICS	52
Founded	2022
Employees	1-10

About Haven Wealth Planning

Haven Wealth Planning is a fee-only registered investment advisor providing financial planning services to clients in St. Louis, Missouri and virtually throughout the United States. We believe in the power of taking the time to lead, align, and support your unique goals and values through our thoughtful financial planning experience. Like you, we act with intention and believe that trust happens with transparency, communication, reliability, and integrity. Our fee-only financial planning services provide value to couples and individuals who want help navigating: Retirement Planning Career Transitions New or Growing Family Key Purchases Education Funding Charitable Giving Lifetime Gifting If you’re ready to make your goals, priorities, and values the bedrock of your financial plan, please contact us to schedule a complimentary, introductory conversation. We look forward to getting to know you.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Haven Wealth Planning has never raised funding before.

Haven Wealth Planning Tech Stack

Discover the technologies and tools that power Haven Wealth Planning's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Performance

Site Kit

Analytics

Howler.js

JavaScript libraries

Swiper

JavaScript libraries

jQuery UI

JavaScript libraries

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

HTTP/3

Miscellaneous

Frequently asked questions

Haven Wealth Planning is located in St Louis, Missouri, US.

Haven Wealth Planning generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Haven Wealth Planning has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Haven Wealth Planning was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

Haven Wealth Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Haven Wealth Planning

John Mcgovern

Founder and Lead Financial Planner

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