Geneva, IL Financial Planning & Investment Management

Financial Planning

As a Fee-Only, Fiduciary and Certified Financial Planner™, we collaborate with you to create an environment where you can more easily achieve a financially sustainable and healthful lifestyle.

Investment Management

Your comfort level comes first. We examine your risk tolerance, how hard or not your money needs to work for you, objectives, tax situation and other factors. Then, we assist you in implementing an investment strategy customized to you.

Business Consulting

It isn’t easy being the boss. Our experience can help ease the burden of cash management, retirement benefits management and planning. As your financial planner and investment advisor, we’ll be your advocate and partner.

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Lenity Financial is here for…

Individuals, entrepreneurs, professionals, business owners and families looking for solid guidance to achieve your goals and financial peace of mind.

Bringing compassion and analytical research to the table, we use a planning-based approach to provide a foundation for a stable financial future for our clients. We collaborate with you to achieve your goals using a Fee-Only approach and wealth management that is deeply rooted in the financial planning process.

LIFE’S CHOICES. INTEGRATED.

Lisa Conrath-Bova and Mark Bova met while working as financial advisors at Merrill Lynch and have been married 20 years. They have been Geneva, Illinois residents for 19 of those years. Lisa and Mark wanted to make their passion for financial advising into their own business by collaborating with entrepreneurs, professionals and business owners to create an environment where you and your family can more easily achieve a financially sustainable and healthful lifestyle. This duo has more than 40 years of combined experience. Lisa, who was previously a vice president of investments and business financial advisor, brings compassion, creativity, a strong passion for the environment and a focus on a healthful lifestyle. The other half of this remarkable pair, Mark, brings his pragmatic, focused, and process-oriented mind. He is a Certified Financial Planner™ as well as a Certified Investment Management Analyst™. They are compassionate and knowledgeable wealth managers whose process is rooted in financial planning..