History
Before starting Cove Planning, founder Ben Smith 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! His 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!) He also passionately believes in helping people blend Socially Responsible Investing into their long-term financial plans. He's here to prove that you can Do Well While Doing Good!
Specialties
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, Evanston, IL and Minneapolis, MN and 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!