David Kover

Vice President, Wealth Management

David Kover

About

David M. Kover is a Certified Financial Planner™ with OneDigital, following the acquisition of Vertical Financial Group in 2025. With offices in Naples, Chicago, and Valparaiso, David brings over 37 years of experience helping individuals and business owners navigate the complexities of financial planning.

Known for his “common sense” approach, David guides his clients through critical decisions in areas such as retirement planning, estate planning, college funding, long-term care insurance, and business succession strategies.

As a Certified Financial Planner™, David has completed rigorous coursework and examinations in investments, tax planning, insurance, retirement strategies, and estate planning. He is an active member of the Financial Planning Association (FPA), where he chairs the Pro Bono Committee.

Specialties: Retirement planning, succession planning, wealth management, investment management using ETFs, annuities, long-term care and life insurance, Roth IRAs, and financial planning for business owners.

Investment advice offered through OneDigital Investment Advisors LLC (“ODIA”). 
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. and ODIA are independent and unaffiliated entities.
Check the background of this investment professional on FINRA’s BrokerCheck.
OneDigital Investment Advisors LLC’s Client Relationship Summary: Form CRS
Osaic Wealth Inc.’s Client Relationship Summary: Form CRS