Jim McGovern CFP®, ChFC®, CExP®
Wealth Management Advisor
Jim McGovern, CFP®, ChFC®, CExP®, is the Founder of McGovern Wealth Group at Lifetime Financial Growth, LLC. As a Wealth Management Advisor and Business Exit Planner, Jim specializes in delivering a holistic and comprehensive wealth management process for individuals and families. In addition, he works with business owners to protect the value and continuity of their company, experience growth through employee retention and benefit applications, and explore exit routes to realize the full value of an owner’s equity.
While completing two Bachelor’s Degrees of Science at Westminster College—one in Economics and the other in Business Administration—Jim began working with Lifetime Financial Growth, LLC. Jim has worked with the company for two decades and launched his own team, The McGovern Wealth Group, in 2020, providing clients exceptional wealth management and business planning solutions. In addition to receiving his designations as a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant and a Certified Business Exit Planner, Jim is Life, Accident, and Health Insurance licensed and holds FINRA Series 6, 7, 63 and 65 securities licenses. He is also a longstanding National Faculty Member for The Living Balance Sheet®
During Jim’s decades of work in finance, he’s witnessed the ups and downs in clients’ lives, careers and businesses, as well as dramatic economic and world events. Jim is dedicated to designing resilient plans that can stand strong in the face of expected and unexpected life events. He has a passion for helping clients improve their financial growth outlook through innovative, customized strategies, and implementing a process that streamlines comprehensive wealth management.
Jim lives in Pittsburgh with his wife, Kristina, and his daughters, Molly and Chloe. A Pittsburgh native, Jim is a devoted fan of the Steelers, Penguins and Pirates. He’s a scratch golfer, an avid cyclist, and enjoys traveling with his family.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. AR insurance license #7119103. CA Insurance License #0F67329.