Cove Financial Planning, LLC
Do Well While Doing Good

About

About

 
 
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About Cove Planning

Cove Financial Planning is a fiduciary, fee-only Registered Investment Advisor focused on holistic financial planning and socially responsible investment management. Cove Planning primarily works with clients virtually across the country. Their mission is to help individuals and families align their financial plan and investments with their future goals as well as their core values. Ultimately, they’re here to help you Do Well While Doing Good!

 

About Your Planner

Ben Smith, CFP®

FOUNDER & FINANCIAL PLANNER

 
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The Work Stuff

My name is Ben Smith, and I am the Founder of Cove Financial Planning. I believe that everyone, regardless of age, occupation, net worth, and investment experience, deserves a customized financial plan and the peace of mind that comes with it.

Before starting Cove, I worked for several investment companies, and saw just how boring, complex, and off-putting investing can be for many people. Traditional advisors also have a reputation for specifically catering to high-net-worth individuals while ignoring up-and-coming professionals who have the greatest asset of all: time! My mission is to provide access to high-quality advice to a broader range of people who want to take control of their financial lives (and maybe have some fun in the process!) I also passionately believe in helping people blend Socially Responsible Investing into their long-term financial plans. I’m here to prove that you can Do Well While Doing Good!

Work History:

  • Wealth Advisor, Strategic Wealth Partners

  • Associate Regional Director, Russell Investments

  • Regional Sales Manager, Ameriprise Financial

  • Financial Advisor, Ameriprise Financial

I am a member of the following professional organizations:

The Fun Stuff

My wife, Kotryna, and I met 5 years ago in Minneapolis, and now live in Whitefish Bay, WI, a suburb of Milwaukee. She works in investment banking, and while we aren’t at the office, you can find us debating nerdy investment topics over a Blue Apron meal and a glass of wine. We are big believers in learning new things and staying active. Currently, she’s teaching me how to salsa dance (not going well) and speak Lithuanian (where she’s from), while I prepare her for the new golf season. We’re both proud owners of Apple Watches for the sole purpose of beating each other’s daily fitness activity (feel free to join the competition!)

We also travel as often as we can (with adequate sunblock). We’re always looking for suggestions on places to check out in Europe when visiting her family. Above all else, we both believe that life is about balance. I hope that I can help you find your balance with money, and maybe make the world a little better place in the process.