Verified recordFinancial Services

Dan McGovern

Director of Managed Assets at Erben Associates

Based in Austin, United States

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Seniority

Other

Department

Other

Location

Austin

Industry

Financial Services

Company size

12

Contact information

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Email

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d•••••••@erbenassociates.com

Phone

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Background

About Dan McGovern

All leaders will exit their company by succession, acquisition, or death. Yet, the majority of business owners are not prepared to exit. In their absence, the company and the key executives scramble to survive, at best or rapidly decline until the company has little value. You spent your life building a successful business. Now it’s time to create an exit plan with our team that honors the time and commitment you invested. Dan serves as a Senior Advisor and Director of Managed Assets at Erben Associates. He has developed an unparalleled passion for helping clients meet their financial needs through investment management and managing their "happily, ever after" plan. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Erben Associates, LLC. Erben Associates, LLC is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

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