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 has offices in Milwaukee, WI, Evanston, IL and St Louis Park, MN and works with clients virtually across the country.

Cove has been featured in national publications including The Wall Street Journal, The New York Times, 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.

Schedule time on our online calendar for your free initial consultation.

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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Advisors at this Office

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

1603 Orrington Ave Suite 600 Evanston, IL 60201 Phone: (952) 807-4060

Primary Office

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

Other Offices

1650 West End Blvd Suite 100 St Louis Park, MN 55416 Phone: (952) 807-4060
1603 Orrington Ave Suite 600 Evanston, IL 60201 Phone: (952) 807-4060