Back Cove Financial
Back Cove Financial

Holistic Wealth Management from Professional Advisors

Financial Planning

We start with understanding your income and expenses and finding ways to help you save.

Retirement Planning

We look at your current options and past accounts, to consolidate and optimize investments where we can.

College Savings Plan

We discuss various ways of saving for post-secondary education, based on your ability and personal philosophy.

Investment Analysis & Portfolio Management

We construct the optimal investment mix to fit your personal circumstances and monitor it quarterly to ensure it works as hard as possible to help you achieve your short- and long-term goals.

Estate Planning

We ask about your legacy plans, and make sure your investment accounts adhere to them.


We have decades of experience creating retirement plans—an important employee benefit—for companies of all sizes.

We are honest, candid, and experienced.  We want you to have long term financial success. We will listen first, guide you, and help you take ownership of your financial life. 

To better understand all the ways we can help investors like you, read these Client Stories: