Kurk A.
6/2/2020
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....
Cove Financial Planning
Open
(1)
Photos
342 N Water St Ste 600
Milwaukee, WI 53202
Cove Financial Planning is a fiduciary, fee-only financial planning and investment management firm located in Milwaukee, WI. Led by CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional Ben Smith, the firm offers comprehensive financial planning services to individuals and families across the country.
With a focus on Socially Responsible Investing (SRI), Cove Financial Planning distinguishes itself as one of the 2% of financial planning firms in the US that are true, fee-only fiduciaries. This means that clients can trust that the firm always acts in their best interests, without the influence of selling financial products or earning commissions.
As a Certified B Corporation, Cove Financial Planning not only aligns its clients' resources with their values but also operates with a commitment to sustainability, inclusion, charitable giving, and transparency. The firm serves a diverse client base, including high earners, diligent savers, pre-retirees, retirees, rising professionals, and individuals managing new inheritances.
Generated from the website content
Also at this address
See a problem?
