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

Ben Smith, CFP®

Founder & Financial Planner

Cove Financial Planning, LLC

342 N. Water Street, Suite 600
Milwaukee, WI 53202

Cove Financial Planning, LLC

1500 Sherman Ave
Evanston, IL 60201
FINANCIAL ADVISOR'S WEBSITE
952-807-4060
(952) 807-4060
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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 fee-only financial advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with offices in Milwaukee, WI and Evanston, IL, serving clients in Wisconsin, Illinois and 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 currently sits on the board of directors of the Financial Planning Association (FPA) of Wisconsin. He has been featured in national publications including The New York Times, USA Today, CNBC, Business Insider, NerdWallet, Investment News, Financial Planning Magazine, Investor's Business Daily, ThinkAdvisor, MarketWatch, The Star Tribune 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®)
  • Other - Chartered SRI Counselor™ (CSRIC™)

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, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Life Planning, Startup, Starting a Family, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources