Cove Financial Planning, LLC

Cove Financial Planning is a fiduciary, fee-only Registered Investment Advisor that provides comprehensive financial planning and investment management services with a focus on Socially Responsible Investing (SRI). Cove Planning primarily works with clients virtually across the country. Their mission is to help individuals and families align their financial plan and investments with their future goals as well as their core values.

Cove Financial Planning 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.

Visit www.coveplanning.com to learn more.

Find time on our online calendar to schedule your free initial consultation.

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Advisors at this Office

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This Office

5150 N Kent Ave Whitefish Bay, WI 53217-5522 Phone: (952) 807-4060

Primary Office

5150 N Kent Ave Whitefish Bay, WI 53217-5522 Phone: (952) 807-4060