Ben Smith, CFP® Cove Financial Planning

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About Ben Smith, CFP®

The Work Stuff

My name is Ben Smith, and I am the Founder of Cove Financial Planning. I believe that everyone, regardless of age, occupation, net worth, and investment experience, deserves a customized financial plan and the peace of mind that comes with it.

Before starting Cove, I worked for several investment companies, and saw just how boring, complex, and off-putting investing can be for many people. Traditional advisors also have a reputation for specifically catering to high-net-worth individuals while ignoring up-and-coming professionals who have the greatest asset of all: time! My mission is to provide access to high-quality advice to a broader range of people who want to take control of their financial lives (and maybe have some fun in the process!) I also passionately believe in helping people blend Socially Responsible Investing into their long-term financial plans. I’m here to prove that you can Do Well While Doing Good!

Work History:
Wealth Advisor, Strategic Wealth Partners
Associate Regional Director, Russell Investments
Regional Sales Manager, Ameriprise Financial
Financial Advisor, Ameriprise Financial

The Fun Stuff
My wife, Kotryna, and I met 5 years ago in Minneapolis, and now live in Milwaukee, WI. She works in investment banking, and while we aren’t at the office, you can find us debating nerdy investment topics over a Blue Apron meal and a glass of wine. We are big believers in learning new things and staying active. Currently, she’s teaching me how to salsa dance (not going well) and speak Lithuanian (where she’s from), while I prepare her for the new golf season. We’re both proud owners of Apple Watches for the sole purpose of beating each other’s daily fitness activity (feel free to join the competition!)

We also travel as often as we can. We’re always looking for suggestions on places to check out in Europe when visiting her family. Above all else, we both believe that life is about balance. I hope that I can help you find your balance with money, and maybe make the world a little better place in the process.

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Ideal Clients

  • Gen Y/Millennials
  • Socially Responsible Investing (SRI)
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options:

  • Monthly Fee: $199+/month
  • Flat Fee: $500+/engagement
  • AUM: 0.60%

SEC Records:

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