Directory
Mission statement
Cove Financial Planning
Cove Financial Planning, LLC
Protected through
- Certified B Corporation
What they do
Cove Financial Planning provides financial planning and investment management services to individuals and families. The firm specializes in socially responsible investing strategies.
“To help individuals and families align their financial plan and investments with their future goals as well as their core values.”
Status
Private
Industry
Financial Services & Fintech
Headquarters
Milwaukee, Wisconsin
Founded
2019
Website
Sources (3)
- Cove Financial Planning, LLC - Certified B Corporation - B LabB Lab directory · retrieved 2026-06-07
- Certified B CorpCompany website · retrieved 2026-06-07
- Meet Ben | Fiduciary, Fee-Only Financial Advisor MilwaukeeCompany website · retrieved 2026-06-07
Added 2026-06-07 · last updated 2026-06-07Informational only; not legal advice. Verify against the sources above before relying on this entry.