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For families, pre-retirees, and retirees
Clarity. Confidence.
A Life Well-Lived.

As a fee-only fiduciary, we deliver thoughtful investment management and comprehensive financial planning.

START A CONVERSATION WITH LENITY FINANCIAL

About Us
Sophisticated Strategy. Genuine Humanity.

Lenity means kindness, gentleness, and compassion — qualities at the very heart of our practice. As a husband-and-wife team with 50+ years of combined experience, we proudly serve high-net-worth individuals and families.

Learn Our Mission

A Different Kind of Partnership

With over 330,000 financial advisors in the U.S., many firms have grown into large, bureaucratic institutions that deliver impersonal advice. At Lenity Financial, we chose a different path. We intentionally remain small so you receive deeply personal service and undivided attention directly from us — Mark and Lisa Bova.

  • No junior handoffs.
  • No layers of staff.
  • No corporate friction.

If you value depth over scale, simplicity over spectacle, and a true long-term partner, you’ll feel right at home with us.

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2016

Year Founded

50+

Years Combined experience

2

Dedicated Senior Advisors

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Services
A Clear Strategy for a Balanced Life

At Lenity Financial, we deliver highly personalized wealth management with undivided attention from Mark and Lisa Bova. Our approach is designed to cut through complexity, safeguard your wealth, and support a sustainable and healthful life — so you can devote your time and energy to family, legacy, and the pursuits that matter most.

  • Financial Planning

    We invest the time to deeply understand your values, aspirations, and complete financial picture, then craft a clear, tailored roadmap aligned with the life you envision.

  • Investment Portfolio Management

    Discretionary management grounded in thoughtful, tax-efficient strategies and long-term sustainability. We thoughtfully challenge conventional approaches when doing so better serves your unique objectives.

  • Tax & Estate Coordination

    Acting as your dedicated family CFO, we seamlessly integrate tax optimization, estate planning, and risk management into one cohesive strategy — reducing uncertainty and bringing clarity to your financial world.

  • Ongoing Wealth Management & Stewardship

    We cultivate enduring relationships through proactive, attentive guidance. As your life evolves, we remain closely connected, continuously refining your strategy with care and foresight.

Our Process

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Our History

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Our Values

The Principles That Guide Us

  • We genuinely care about your life goals and well-being. We create a trusting, judgment-free space where you can openly share your dreams, concerns, and aspirations.

  • We are legally and ethically committed to always putting your interests first. As true fiduciaries, we are unafraid to challenge conventional thinking when it better serves your long-term success.

  • We practice the same principles we preach. Lenity Financial is intentionally designed with efficiency, clarity, and low overhead — modeling the sustainable approach we help you achieve.

  • We build deep, enduring relationships grounded in trust. Acting as your dedicated family CFO, we remain by your side through every stage of life.

Frequently Asked Questions

  • Lenity Financial stands apart as a premier, fiduciary wealth advisory firm dedicated to high-net-worth individuals and families in the Fox Valley. As a husband-and-wife team with nearly 60 years of combined experience, we deliver highly personalized guidance with unwavering attention and no junior handoffs.

  • Yes. Lenity Financial is a fee-only, independent Registered Investment Advisor that upholds the highest fiduciary standard. We are legally and ethically obligated to place your interests above all else, with complete transparency and alignment.

  • Affluent families throughout the western suburbs select Lenity Financial for our sophisticated, integrated approach to wealth management. We combine exceptional technical expertise with genuine compassion to create clarity, protect wealth, and support a balanced, sustainable life.

  • We deliberately maintain a boutique practice to ensure you receive truly personalized service directly from Mark and Lisa Bova. This intimate structure eliminates bureaucracy, layers of staff, and impersonal handoffs common at larger firms.

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Who We Are
Meet Your Long-Term Partners

At Lenity Financial, you work directly and exclusively with the founders, Mark and Lisa Bova. As a husband-and-wife team with nearly 60 years of combined experience, we intentionally remain a boutique firm so we can deliver truly undivided attention and senior-level expertise.

  • No layers of staff.
  • No junior handoffs.
  • No corporate bureaucracy.

We build genuine, compassionate partnerships grounded in deep care for your goals and well-being — guiding you toward lasting peace of mind and a balanced financial life.

Get to know our Team

 Our Commitment to Excellence

Professional Credentials

Professional Credentials
  • CFP® – Certified Financial Planner™
  • CIMA® – Certified Investment Management Analyst®
  • AFSP – IRS Annual Filing Season Program

Awards & Recognitions

Torch Awards

Best of the Fox
Check us out in the Kane County Magazine


Best of the Fox, BBB Torch Award for Ethics

Professional Affiliations


  • FPA – Financial Planning Association
  • NAPFA – National Association of Personal Financial Advisors
  • IWI – Investments & Wealth Institute
  • Fee-Only Network

Ready for Greater Clarity and Lasting Peace of Mind?Let’s work together to protect and grow your wealth while simplifying your financial life.

As your dedicated long-term partners, we invite you to begin the conversation. 

Start The Conversation