Financial Wellness Plan

What sets Cove Financial Wellness apart is its unique approach that blends advancements in behavioral finance with the expertise of a fee-only advisor who acts as a fiduciary. Together, we will review your unique financial situation, discuss your specific goals, and create a tailored financial wellness plan that works for you.

Investment Guidance

Cove Financial Wellness empowers clients to make informed financial decisions through one-on-one financial planning and customized investment guidance. We combine deep investment experience and financial knowledge with empathetic listening to help clients navigate their financial journey. Take your financial wellness plan to the next level with investment selection and portfolio construction.

Small Business Consulting

Expert advice and guidance to independent practitioners and small business owners to improve operations, increase efficiency, and improve profit margins and top line growth. Have confidence your business legacy is secure with a focus on succession planning or a sale to a financial buyer.