Ben  Smith,  CFP<sup>&reg;</sup> - Financial Advisor

Ben Smith, CFP®

Founder & Financial Planner

Cove Financial Planning, LLC

5150 N Kent Ave
Milwaukee, WI 53217-5522
FINANCIAL ADVISOR'S WEBSITE
(952) 807-4060 CONNECT WITH Ben
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General

Ben Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cove Financial Planning, LLC in Milwaukee, WI and the surrounding communities.

Financial Advisor Overview

Ben Smith is a Whitefish Bay, WI fee-only financial advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional serving clients in the greater-Milwaukee, WI area as well as 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). As a fiduciary for his clients, he does not sell financial products or take commissions. Simply put, Cove Planning sits on your side of the table and always acts in your best interest. Learn more how Cove Planning can help you Do Well While Doing Good! Ben has been featured in national publications including USA Today, CNBC, Business Insider, Investment News, Financial Planning Magazine, Investor's Business Daily, MarketWatch, NerdWallet, and Bustle.

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Financial Advisor Experience

Ben Smith is the Founder of Cove Financial Planning. He believes that everyone, regardless of age, occupation, net worth, and investment experience, deserves a customized financial plan and the peace of mind that comes with it. Before starting Cove, Ben 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! His work history most recently includes being one of seven Wealth Advisors at Strategic Wealth Partners, an independent firm managing over $2 billion in assets. Before that, he worked as an Associate Regional Director with Russell Investments. He also has experience at Ameriprise Financial as a Financial Advisor and Regional Sales Manager.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Married, Startup, Life Planning, Retirement, Starting a Family

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Helpful Financial Planning Resources