Broker Check

FAQ

  • 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.

  • We employ a highly coordinated strategy that integrates tax-efficient investing, retirement planning, and estate design. Our goal is to thoughtfully reduce tax exposure while enhancing long-term growth and multi-generational wealth preservation.

  • Yes. We act as your dedicated family CFO, providing proactive, comprehensive stewardship across all aspects of your financial life — delivering peace of mind through clarity and strategic foresight.

  • We craft sophisticated, customized estate strategies that reflect your family values, minimize tax implications, and ensure a seamless transfer of wealth — working in close coordination with your legal and tax professionals.

  • We offer discretionary portfolio management grounded in thoughtful, tax-aware principles and long-term sustainability. We are unafraid to thoughtfully challenge conventional wisdom when it better aligns with your unique objectives and risk tolerance.

  • We provide specialized guidance for business owners and corporate executives, including business transition planning, concentrated stock management, executive compensation strategies, and seamless integration of personal and business wealth.