Impact & Mission
Our mission is to provide honest, independent, experienced financial advice and wealth management.
We are real people, driven to recommend what is in the best interests of each and every client.
We define our success by our positive impact on people’s lives.
WE ARE DRIVEN BY OUR COMMITMENT TO OUR CLIENTS, EMPLOYEES, AND COMMUNITY.
In 2023 Back Cove Financial became a Certified B Corporation (B Corp).
As a B Corp, the firm benchmarks its workplace procedures and policies to a rigorous standard of excellence in the areas of community, customers, workers, governance, and environment.
Inclusive Approach
We believe in the business benefits of diversity, creating an environment that is inclusive and reflects the clients we serve.
We continue to look for opportunities to broaden the diversity of our clientele and our team members.
Spreading Your Wings
Our pro bono financial planning helps people take control of their financial lives and has a positive impact on individuals, families, and our community. Giving back is part of our workplace culture and dedicated financial advisors affiliated with Back Cove Financial continue to volunteer essential financial planning services to underserved individuals.
Organizations We Support
Back Cove Financial is proud to be a 2023 Invest in Others Charitable Champion.
The Charitable Champion award recognizes financial advisory firms that give back to their communities and promote a culture of philanthropy.