Fiduciary, Fee-Only Financial Advisor in Milwaukee, Chicago & Minneapolis | Cove Financial Planning. Ben Smith is a fee-only financial advisor and CERTIFIED FINANCIAL PLANNER (CFP) Professional with offices in Milwaukee, WI, Evanston, IL and Minneapolis, MN, serving clients 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). Only 2% of financial planning firms in the US are true, fee-only fiduciaries and legally required to always act in the best interest of their clients, according to the Wall Street Journal.
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). Only 2% of financial planning firms in the US are true, fee-only fiduciaries and legally required to always act in the best interest of their clients, according to the Wall Street Journal.
Services
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.
Our comprehensive financial planning service is transparent and flexible to fit your needs. Our comprehensive financial planning service provides ongoing financial planning and investment advice. We'll look at where you are today in relation to your financial goals and provide recommendations to put you in the best position to reach them.
By definition, a fiduciary is an individual ethically bound to act in another's best interest. Fiduciary advisors have to always put their clients' best interests first and avoid conflicts of interest. We believe it should be the only to engage with financial professionals. The only thing we sell is peace of mind.
Our investment management service incorporates low-cost, tax-efficient and high-impact strategies designed to help you achieve your goals. Our investment management service starts with building a custom investment portfolio to fit your goals, risk-level, time horizon and personal values. We do all the work for you in ensuring your portfolio is continually aligned with your needs as your situation and the markets change.
Having insurance is a lot like wearing a seat belt - you hope you won't need to use it, but you'll be happy it's there if you do. Our insurance optimization services aim to maximize your protection based on your level of need. As a commission-free financial planning firm, we do not sell insurance policies.
Reviews (1)
Kurk Altmann
Jan 07, 2021
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My wife and I sought out help from Ben because we needed a way to remove the emotional aspect from our money management. Budgeting has never been our issue; we have always lived within our means. It was what to do with our savings and investments that we had questions with and felt like we couldn’t, by ourselves, make sound decisions. We’re in the early stages of building our family so there are a lot of life events ahead of us and Ben has been able to provide guidance on how to balance different goals. Along with that, working with someone who is un-biased and compassionate was crucial. It
