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Mark Bova (CFP®, CIMA®)

Mark Bova focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Compassionate and knowledgeable wealth managers whose process is rooted in financial planning.

We provide the following services:

Financial Planning
• Financial statement preparation and analysis (including cash flow analysis/planning and 
budgeting)
• Insurance planning and risk management
• Investment planning
• Tax planning
• Retirement savings and income planning
• Education planning
• Estate planning
Investment Management
• Planning 
• Execution
• Feedback
Corporate Consulting
• Financial planning for owner, executives and employees
• Cash management
• Corporate retirement plans
• Key person insurance

Reach us at 630.948.3330, info@lenityfinancial.com, and www.lenityfinancial.com

Additional Information

Lisa Conrath-Bova and Mark Bova are the co-founders (wife/husband team) with more than 50 years combined experience 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. Located at 724 West State Street, Suite A and 25 North River Lane, Suite 1157 in Geneva, they are compassionate and knowledgeable wealth managers whose process is rooted in financial planning. They can be reached at 630.948.3330, info@lenityfinancial.com, and www.lenityfinancial.com.

NAPFA Start Date

February 01, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

724 West State Street Suite A Geneva , IL 60134 Phone: (630) 948-3330
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