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 New York Times, USA Today, CNBC, Business Insider, Investment News, Financial Planning Magazine, Investor's Business Daily, MarketWatch, NerdWallet and Bustle.

• Professional Affiliations:
  • Financial Planning Association (FPA)
  • Fee-Only Network
  • XY Planning Network

Visit www.coveplanning.com to learn more.

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