About Us

Bova Financial believes it is important to take a holistic approach to financial planning. We aim to manage all aspects of our clients financial situation. We provide our clients with tax experts for matters of tax planning, investment planning, retirement planning, insurance planning, wealth consolidation, education planning, and estate planning. In the unlikely event that we are unable to provide needed expertise, we consult with our trusted affiliates, which include local CPA firms and attorneys.

Bova Financial knows that financial planning is an ongoing, dynamic process to partner and learn from each other. We offer our periodic service meetings, portfolio rebalancing, and retirement planning. As your needs change our investment strategy will change to meet your current financial situation.

As independent advisors we have access to thousands of mutual funds, ETFs, and alternative investments and dozens of software tools to analyze securities. Bova Financial is free from the constraint of proprietary products and investment banking relationships, we are able to work with our clients to determine which investment options are best suited for their unique financial situations.

We believe insurance is a vital part of a comprehensive financial plan, providing protection and stability for you and your loved ones. As an independent firm, we are not tied to any single provider, allowing us to recommend the best variable, RILA, life, disability, and long-term care insurance solutions tailored to your needs. The right coverage safeguards your wealth, income, and future, ensuring financial security no matter what life brings.

There are many advantages of working with an independent advising firm. Being independent allows us to provide truly personalized advice tailored to your goals—not bound by any corporate influence and always in your best interest. By working independently we are able to shop the entire marketplace in order to find the right fit for you.

As a family legacy firm, we understand the importance of creating plans that protect and grow your wealth for you and the people you care about most.

Our technology investment for your future

We have made several investments in our company to offer the best product available to clients.

   - Conference with our clients, provide digital presentations, client walkthroughs, face to face conferences, and provide easy scheduling for meetings.

   - A trusted investment research platform that provides in-depth analysis, ratings, and insights to help advisors make informed and data driven decisions. Its tools and data empower us to build and manage portfolios with a focus on long-term growth and risk management.

 - A leading financial planning software that helps create personalized, goal-based plans. It allows us to design strategies tailored to your needs, giving you clarity and confidence in achieving your financial goals.

MyBlocks - current clients gain access to MyBlocks is an interactive client-led financial planning tool that helps simplify complex decisions by breaking them into manageable steps. It empowers our clients to explore their goals and progress at their own pace, making financial planning more engaging and easy to understand.

Oneview - continued investment in this comprehensive account management platform that provides a clear, consolidated view of your financial portfolio. For most clients, we send out quarterly and annual reports, or they can sign into their account. It allows us to monitor and manage your investments efficiently, ensuring transparency and informed decision-making.