Cove Financial Planning, LLC
Do Well While Doing Good

Fiduciary, Fee-Only Financial Planning and Socially Responsible Investment Management

Fee-Only Financial Planning & Investment Management

with a CFP® Professional.

No Account Minimums.

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Download your free guide:

Five Ways to Grow Your Net Worth Today

Download your free guidebook: Five Ways to Grow Your Net Worth Today
 

 

Do Well While Doing Good

Ben Smith is a Whitefish Bay, WI fee-only financial advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional serving clients in the greater-Milwaukee, WI area as well as virtually across the country. Cove Financial Planning provides comprehensive financial planning and investment management services to individuals and families, regardless of location, with a focus on Socially Responsible Investing (SRI).

Ben acts as a fiduciary for his clients. He does not sell financial products or take commissions. Simply put, Cove Planning sits on your side of the table, and always works in your best interest. Learn more how Cove Planning can help you Do Well While Doing Good!

 

 
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Fiduciary

Adhering to the highest industry standard means we always put our clients’ best interests first because you deserve unbiased advice. We sign a fiduciary oath with every client and have an ethical and legal obligation to do what’s best for you.

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Fee-Only

We eliminate financial conflicts of interest and do not earn commissions or other compensation from third parties. You can trust that you will receive objective advice without a sales pitch.

 
 
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Independent

As an independent firm, we have no affiliations with product providers and are not incentivized to sell our clients anything or pressured to hit a sales quota.

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High Impact

We can incorporate Socially Responsible Investing (SRI) strategies into portfolios to align our clients’ investments with their long-term goals and personal values.

 

A Boutique Firm Focused on Client Service

 

Cove Planning is a boutique financial planning and investment management firm with an emphasis on personalized client service. In order to maintain superior service, we accept a maximum of two new financial planning clients per month.

 

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