Ben Smith (CFP®, Chartered SRI Counselor™)
Ben Smith focuses in the
following client markets or areas of practice:
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Socially Responsible Investments
- Tax Planning
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Socially Responsible Investments
- Tax Planning
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, Evanston, IL and St Louis Park, MN, serving clients 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
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