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Ben Smith (CFP®, Chartered SRI Counselor™)

Ben Smith focuses in the
following client markets or areas of practice:

  • AUM
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Ben helps clients across the country align their financial plan and investments with their future goals as well as their core personal values. He provides comprehensive financial planning and ongoing investment management with a focus on Socially Responsible Investing (SRI). Ultimately, Cove Planning's mission is help you Do Well While Doing Good!

Additional Information

Ben Smith is a fee-only financial advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with offices in Milwaukee, WI, Evanston, IL and St Louis Park, MN, serving clients 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).

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, MarketWatch, ThinkAdvisor, The Star Tribune, and Bustle.

Learn more about Ben here.

NAPFA Start Date

April 29, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

342 N Water St Suite 600 Milwaukee, WI 53202-5715 Phone: (952) 807-4060
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Other Offices

1603 Orrington Ave Suite 600 Evanston, IL 60201 Phone: (952) 807-4060
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1907 Wayzata Blvd 3rd Floor Wayzata, MN 55391 Phone: (952) 807-4060
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