We are 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.
Your comfort level comes first. Only after examining your risk tolerance, objectives, tax situation and other factors will we recommend an investment strategy.
It isn’t easy being the boss. We understand that and our experience can help ease the burden of cash management, retirement benefits management and planning. We consider ourselves your advocate and partner.
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.
Lisa Conrath-Bova and Mark Bova met while working as financial advisors at Merrill Lynch and have been married 17 years. They have been Geneva, Illinois residents for 16 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.
