Introducing Cove Financial Planning

Cove Financial Planning is a fiduciary, fee-only Registered Investment Advisor focused on comprehensive financial planning and socially responsible investment management.

Cove has offices in Milwaukee, WI, Wayzata, MN and Evanston, IL and works with clients virtually across the country.

Our firm manages over $130 million in direct investments under management and advises on over $250 million in assets under advisement.

As a Certified B Corporation, 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!