Ben Smith (CFP®, Chartered SRI Counselor™)

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 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 and Evanston, IL, serving clients in Wisconsin, Illinois and 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


This Office

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

Other Offices

1500 Sherman Ave Evanston, IL 60201-4813 Phone: (952) 807-4060