From Cove Financial Planning, LLC
Cove Financial Planning is a fiduciary, fee-only Registered Investment Advisor and Certified B Corporation focused on comprehensive financial planning and socially responsible investment management. Cove has offices in Evanston, IL, Milwaukee, WI and Minneapolis, MN and works with clients virtually across the country.
Founder Ben Smith, CFP®, CSRIC™ specializes in retirement planning, tax planning and investment management and sits on the board of directors of the Financial Planning Association (FPA) of Wisconsin. Our Certified Financial Planner (CFP®)
works with clients in Illinois, Wisconsin, Minnesota and all over the United States.
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