Contact
952-807-4060
Ben Smith is a fee-only financial advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with offices in Milwaukee, WI, Evanston, IL and Minneapolis, 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.
Do you live outside of Milwaukee, Chicago or Minneapolis? No problem! We work with clients in over a dozen states and counting.
We’re here to help
Schedule your free initial consultation call through our online calendar
Our 30-minute consultation call is all about you. We’ll discuss your financial goals and concerns along with your current financial situation. We can also answer any questions you may have.
There’s no need to prepare anything specific for your initial call. Rest assured, you won’t be getting a sales pitch – just a conversation that will help you understand how we would approach your financial plan.
Tell your financial story
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Our Offices
Milwaukee, WI
342 N. Water Street
Suite 600
Milwaukee, WI 53202
Evanston, IL
1603 Orrington Ave
Suite 600
Evanston, IL 60201
Minneapolis, MN
1650 West End Blvd
Suite 100
St. Louis Park, MN 55416