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Mark Robert Bova

Advisor at Lenity Financial, Inc. — Geneva, IL

Updated today

Credentials

CFP®, Series 66

Experience

19 years

Location

Geneva, IL 60134

Lenity Financial, Inc. logo

Lenity Financial, Inc.

Supported

Total advisors

2

Clients per advisor

30 Low

Avg AUM per client

$1,432,334 High

HNW client ratio

100% Very High

About

Mark Bova is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Lenity Financial, Inc. since 2015. He holds a Series 66 license and is a partner in Simply Better Choices, LLC, a health and wellbeing blog unrelated to his advisory work. Lenity Financial, Inc. is a fee-only, state-registered investment adviser that serves high-net-worth individuals, business owners, professionals, families, trusts, estates, and select institutional clients. The firm provides discretionary portfolio management, comprehensive flat-fee financial planning, and retirement plan consulting, with investment strategies tailored to each client’s objectives and risk profile.

Client services

Based on Lenity Financial, Inc.

Financial planning Portfolio management

Expertise

Based on Lenity Financial, Inc.

Wealth management Private / alternative investments ESG / Sustainable investing Cash flow / budgeting Retirement income strategy

Occupation focus

Based on Lenity Financial, Inc.

Founder/Business Owner Executive Self-Employed

Demographic focus

Based on Lenity Financial, Inc.

Mid-Career Professionals Parents

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Fee options

Fixed

Comprehensive Financial Planning Services flat fees range from $3,800 to $8,850+ depending on complexity and client profile.

Percentage

$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.75% $4,000,000+: 0.40%

Other

Account minimum: $1,000,000 Fee-only: Investment Advisory Services and Financial Planning Services provided on a Fee-Only basis.

Location

Geneva, IL

25 North River Lane, Suite 1157

Geneva IL 60134

Advisors at this office

2

Most active in

Illinois · Texas

Work history

19 years of industry experience

Lenity Financial, Inc.

2015 - Present • 11 years

Geneva, IL

Guggenheim Investments

2014 - 2015 • 1 year

New York, NY

Morgan Stanley & Co. LLC

2007 - 2008 • 1 year

Chicago, IL

FIFTH THIRD SECURITIES, Inc.

2005 - 2007 • 2 years

IL

Merrill

1999 - 2004 • 5 years

Naperville, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Noah Y

Series 65

West Chicago, IL

York Wealth Management, LLC

Noah York is the sole advisor at York Wealth Management, LLC, an independent registered investment adviser based in West Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm in 2024, he worked at West Chicago Bible Church for five years. Outside of financial advising, Noah coaches youth sports through Official Finders, LLC, a role he has held since 2014. York Wealth Management provides discretionary portfolio management and tiered financial planning services to individual and high-net-worth clients. The firm utilizes model portfolios from the Altruist Model Marketplace and applies tactical and strategic asset allocation with ongoing monitoring and tax-management tools.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Entity structure planning (LLC, S-Corp) Tax strategies for small businesses Self-Employed Founder/Business Owner

Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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Christopher K

Series 63, Series 65

Wheaton, IL

Wolfstone Wealth

Christopher Krzus is a financial advisor at Wolfstone Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for U.S. Bancorp Investments for 12 years before joining Wolfstone Wealth in 2023. Outside of his financial advisory role, he coaches 8th grade girls volleyball at the Sports Performance Volleyball Club in Aurora, IL. Wolfstone Wealth provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, businesses, and qualified retirement plans. The firm uses a proprietary, diversified asset allocation methodology informed by multiple analytical approaches and offers customized portfolio management with regular plan reviews.

Active portfolio management Options & derivatives strategies Private / alternative investments
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Jeffrey D

CFP®

Glen Ellyn, IL

4D Financial Advisors, LLC

Jeffrey Dvorak is a CFP® professional with 13 years of experience in financial advising. He has been the sole advisor at 4D Financial Advisors, LLC since 2012. 4D Financial Advisors serves individual and high-net-worth clients by providing investment supervisory services and comprehensive financial planning, including retirement, tax, estate, insurance, and education planning. The firm manages approximately $88 million for about 62 clients, employing a long-term, globally diversified investment approach tailored to documented client objectives and risk tolerance.

General retirement planning Social Security optimization Tax-loss harvesting
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Curtis B

CFP®, Series 63

Hoffman Estate, IL

Ameribanc Corporation

Curtis Bergquist is a CFP® with 50 years of industry experience. He is the owner of Ameribanc Corporation, an independent advisory firm based in Hoffman Estates, IL, and has been associated with Ausdal Financial Partners, Inc. since 2009. Ameribanc provides investment advisory and financial planning services to individual and family clients through its Capital Management Service (CMS), which integrates market-timing signals with mutual fund holdings to manage risk and adjust exposure according to market conditions.

General retirement planning
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Zhe L

CFA®

Naperville, IL

April Asset Management LLC

Zhe Li is a CFA® charterholder and principal at April Asset Management LLC in Naperville, IL, with one year of experience in financial advising. Prior to founding the firm, Li held roles at FICO-Wiseco, Tongdun Technology, Ernst & Young, and Protiviti Inc. April Asset Management LLC, formed in 2026, provides discretionary and non-discretionary portfolio management and financial planning services to individual and business clients. The firm employs a long-term, diversified investment approach using U.S. equities, ETFs, bonds, and certificates of deposit, and offers both hourly and fixed-fee financial planning arrangements.

General tax planning Wealth management Passive / index investing Active portfolio management
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