Cove Financial Planning, LLC

Name: Cove Financial Planning, LLC
Address: 342 North Water Street, Milwaukee, WI, 53202, US
Telephone: (952) 807-4060
Price range: $$$
Rating: 5

Fiduciary, objective guidance for a confident financial future.

5(3 reviews)

financial-advising

$$$

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About

Cove Financial Planning, LLC offers fiduciary, unbiased financial guidance in Milwaukee, located at 342 N Water St Suite 600. Clients praise Ben for being objective, compassionate, and a trusted partner who truly listens. He helps couples map their financial future—whether planning a home purchase, balancing life goals, or building an investment strategy—emphasizing clear guidance and peace of mind with a monthly advisory model.

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Location

342 N Water St Suite 600, Milwaukee, WI 53202, USA

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Information

342 North Water Street

Milwaukee, WI, 53202

(952) 807-4060 www.coveplanning.com/

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Services

Investment Strategy Guidance

Personalized investment planning to build and manage portfolios aligned with your financial goals and risk tolerance.

Financial Goal Planning

Comprehensive assistance with major life events like home buying, family planning, and retirement savings.

Fiduciary Advisory Services

Unbiased, commission-free financial advice from a trusted fiduciary focused on your best interests.

Budget and Savings Analysis

Expert review of your finances to optimize savings and ensure you live comfortably within your means.

Ongoing Financial Partnership

Continuous support and monitoring with regular check-ins to adapt strategies as your life evolves.

5.00 · 3 reviews

Overall rating

Michael McDermit

via Google

· 1 year ago

Ben is not only a wonderful adviser he's a wonderful person. He's very helpful and is very objective and always optimistic. Yes, we have a working relationship but I also consider him a friend.

Julia St. Onge-May

via Google

· 4 years ago

Ben has been a wonderful ally and partner to my husband and I as we we mapped out our financial future. Thanks to him, we comfortably closed on a home this year and continue to feel confident in our financial outlook. Ben is kind and compassionate, really listening to and understanding us and our needs. It's been a pleasure.

Kurk Altmann

via Google

· 6 years ago

My wife and I sought out help from Ben because we needed a way to remove the emotional aspect from our money management. Budgeting has never been our issue; we have always lived within our means. It was what to do with our savings and investments that we had questions with and felt like we couldn’t, by ourselves, make sound decisions. We’re in the early stages of building our family so there are a lot of life events ahead of us and Ben has been able to provide guidance on how to balance different goals. Along with that, working with someone who is un-biased and compassionate was crucial. It can not be understated how important it was to work with someone who is a fiduciary. We wanted nothing to do with fees, commissions or pressure. Ben has listened more than anything else. He feels like a partner, someone that we can trust and someone who truly wants my wife and I to succeed. He has given us the investment guidance we were in need of which has put us at ease knowing that we have an investment strategy. We’re more than happy paying a monthly fee for the peace of mind and comfort we receive from Ben.

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