Fiduciary

Lenity Financial, Inc.

Geneva, Illinois

5.0 (10 reviews)
Call (630) 948-3330 Visit website →

About

Lenity Financial is a fee-only fiduciary advisory firm based in Geneva, Illinois, led by principals Mark and Lisa Bova, both CFP certificants. The firm offers financial planning and investment management services, addressing retirement, tax strategy, portfolio oversight, and legacy planning through a structured process of planning, execution, and ongoing monitoring. The firm takes a personalized approach to each client engagement, developing customized investment policy statements and conducting regular portfolio rebalancing and performance reviews.

Fee structure

Fee-Only

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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