Ben Smith (CFP®)

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

  • AUM
  • Cash Flow/Budgets/Credit Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Socially Responsible Investments

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 holistic 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 Whitefish Bay, WI fee-only financial advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional serving clients in the greater-Milwaukee, WI area as well as 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 has been featured in national publications including USA Today, CNBC, Investment News, Financial Planning Magazine, Investor's Business Daily, MarketWatch, NerdWallet, and Bustle.

Learn more about Ben here.

NAPFA Start Date

April 29, 2019

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This Office

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