Lenity Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$85,940,013
Clients
60
Advisors
2
of 2 employees
About
Lenity Financial, Inc. is a fee‑only, state‑registered investment adviser that works with high‑net‑worth individuals, business owners, professionals, families, trusts, estates, and select institutional clients. The firm offers discretionary portfolio management, comprehensive flat‑fee financial planning engagements, and retirement plan consulting with participant education.
Portfolios are constructed as strategic, diversified allocations using ETFs, mutual funds, closed‑end funds, equities, corporate and government debt, and, where appropriate, third‑party managers and alternative or private real estate investments; the firm tailors allocations to each client’s objectives, risk tolerance, tax situation, and liquidity needs and conducts quarterly reviews with rebalancing as warranted. Lenity follows CFP Board guidance for comprehensive planning, incorporates ESG and climate risk considerations into its research, and monitors third‑party managers and selected alternative investments on an ongoing basis.
Compared with many peers, the firm’s regulatory materials show a concentrated high‑net‑worth client mix and do not list a non‑high‑net‑worth individual client segment, and the firm manages roughly $87 million across about 60 client relationships with two advisors. Its brochure also notes professional affiliations and a principal’s service on a national planning board, and its marketing materials reference third‑party ratings — a practice that is uncommon among similar supported firms.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Comprehensive Financial Planning Services flat fees range from $3,800 to $8,850+ depending on complexity and client profile.
$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.75% $4,000,000+: 0.40%
Account minimum: $1,000,000 Fee-only: Investment Advisory Services and Financial Planning Services provided on a Fee-Only basis.
Main office
25 North River Lane, Suite 1157
Geneva IL 60134
Advisors at this office
2
Most active in
Illinois · Texas
Also doing business as
Lenity Financial, Inc. · Simply Better Choices, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Mark B
CFP®, Series 66
Geneva, IL
Lenity Financial, Inc.
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.
Lisa C
Series 63, Series 65, Series 66
Geneva, IL
Lenity Financial, Inc.
Lisa Conrath Bova is a financial advisor at Lenity Financial, Inc. with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Lenity Financial since 2016. Outside of her advisory work, she is a senior independent consultant for BeautyCounter and a partner and blogger for Simply Better Choices, a health and wellbeing blog. Lenity Financial, Inc. is a fee-only, state-registered investment adviser serving high-net-worth individuals, business owners, professionals, families, trusts, estates, and select institutional clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement plan consulting with participant education, using strategic, diversified allocations tailored to clients’ objectives, risk tolerance, and tax situations.
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