John Bovard
Advisor at Incline Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
I started my career at Fidelity Investments before transitioning to Merrill Lynch to join a wealth management team managing $2.2 billion in assets. In January 2020, I broke away from Merrill Lynch to found Incline Wealth Advisors, an independent, fiduciary, wealth management firm. I had to persevere a very tough start when the Covid pandemic broke out in early 2020, but was able to make it through the tough times with my business. I have since grown tremendously since then and have brought on two employees.
Through my business I work closely with business owners to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning, tax strategies, business exits, acquisitions and succession planning.
In 2022, I acquired a local business called GameMaster Athletic. In addition to being an owner in the business I sit on our Board of Directors and oversee some operations with our current CEO.
I am married and have 5 children.
Certifications: • CERTIFIED FINANCIAL PLANNER
Community Work:
• Elder High School Investment Committee
• Western Economic Counsel: Board Member & Treasurer
• Former: Make-A-Wish Foundation: Emerging Leader Advisory Board Member
• Former: Thomas More Alumni Association: Board Member
• Future Our Lady of Visitation Basketball Coordinator
Client services
Based on Incline Wealth
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Charitable organizations
Expertise
Business ownership considerations
Business exit / sale strategy
Business succession planning
Demographic focus
Gen X (Born 1965-1980)
Fee options
1%
$1,200+/engagement
$100+/mo
Location
Cleves, OH
Most active in
John B has reported serving >5 clients in these states in the last 12 months.
Indiana · Kentucky · Louisiana · Ohio
Work history
GameMaster Athletic
2022 - Present (4 years)
Incline Wealth Advisors, LLC
2019 - Present (7 years)
MERRILL LYNCH
2016 - 2020 (4 years)
fidelity Investments
2011 - 2016 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
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Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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