Lenity Financial, Inc.

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Client assets under management

$85,940,013

Clients

100% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,432,334

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

Financial planning Portfolio management

Expertise

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

Occupation focus

Founder/Business Owner Executive Self-Employed

Demographic focus

Mid-Career Professionals Parents

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.

Main office location

Lenity Financial, Inc.

724 West State Street, Suite A

Geneva IL 60134, United States

Number of offices

Most active in

Illinois

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 630-948-3330

Advisors at this firm

Mark B

CFP®, Series 66

Geneva, IL

Lenity Financial, Inc.

Mark Bova is a CFP® with 19 years of industry experience and is an advisor at Lenity Financial, Inc. in Geneva, IL. He holds the Series 66 designation. Outside of his advisory role, he is a partner in Simply Better Choices, LLC, a health and wellbeing blog unrelated to his investment activities. 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 provides discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, constructing strategic, diversified portfolios tailored to client objectives and risk tolerance.

Wealth management Private / alternative investments ESG / Sustainable investing Cash flow / budgeting Retirement income strategy Founder/Business Owner Executive Self-Employed Mid-Career Professionals Parents

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 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Outside of her advisory work, she is a senior consultant with BeautyCounter, an independent skin-care and cosmetics company, and a partner and writer 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 provides discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, constructing diversified portfolios tailored to each client’s objectives and risk tolerance.

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