About Company

Cove Financial Planning is a fee-only, fiduciary financial planning and investment management firm founded by Ben Smith that focuses on comprehensive, socially responsible investing and personalized planning for individuals and families. Cove Financial Planning operates offices in Milwaukee, Wayzata (MN), and Evanston (IL) and serves clients virtually across multiple states, emphasizing low-cost, independent advice, client education, and alignment of portfolios with clients’ values as a Certified B Corporation and CFP®-led practice.

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