We are a Fee-Only, Fiduciary and Certified Financial Planner. We collaborate with you to create an environment where you can more easily achieve a financially sustainable and healthful lifestyle. Your comfort level comes first. Only after examining your risk tolerance, objectives, tax situation and other factors will we recommend an investment strategy.
It isn't easy being the boss. Our experience can help ease the burden of cash management, retirement benefits management and planning. As your financial planner and investment advisor, we'll be your advocate and partner. Everyone Wants to Know About Money - Introducing MyBlocks, the fast, easy way to find out what you've always wanted to know about money.
It isn't easy being the boss. Our experience can help ease the burden of cash management, retirement benefits management and planning. As your financial planner and investment advisor, we'll be your advocate and partner. Everyone Wants to Know About Money - Introducing MyBlocks, the fast, easy way to find out what you've always wanted to know about money.
Services
The thought of starting our own financial advisory firm first came to us during the 2008 financial crisis. It was surprising and concerning to Mark and I as we learned so many had so little idea about their own finances. With the mergers of banking with brokerage beginning, we also had significant concerns about how that would work.
Asset Management is what we do at Lenity Financial, deeply rooted in the Financial Planning process. We determine whether and how you can meet your Life or Business goals through proper management of financial resources, integrated with a focus on your health and well-being. We integrate the FINANCIAL PLANNING process with two or more of the following subject areas.
Reviews (1)
David H.
Feb 02, 2022
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I've thought long and hard on this recommendation for Lenity Financial. How do you convey the truth when you are talking about people's money?
Over the years, I've had a few advisors, most from large institutions. While they performed ok, I never received the personal connection that you get from Lisa and Mark. I always felt that I was just an account, but with Lenity Financial, it goes way beyond that. They truly care about their clients, not only working for your financial goals, but also understanding how your life goals can be achieved as well.
I am always impressed about their
Over the years, I've had a few advisors, most from large institutions. While they performed ok, I never received the personal connection that you get from Lisa and Mark. I always felt that I was just an account, but with Lenity Financial, it goes way beyond that. They truly care about their clients, not only working for your financial goals, but also understanding how your life goals can be achieved as well.
I am always impressed about their
