IL · Geneva

Fiduciary advisors in Geneva, IL

2 advisors with offices in Geneva. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Geneva

Lenity Financial, Inc.

Fiduciary ★5.0(10)

Geneva, Illinois

CFP

Fee-Only

Investment Management

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.

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Lenity Financial, Inc.

Fiduciary ★5.0(10)

Geneva, Illinois

CFP

Fee-Only

View details

Financial advisors in Geneva, Illinois

Advisors serving Geneva specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Illinois's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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