Select Page

Become Financially Unbreakable

Contact us today for a free consultation

513-708-9089

WHO WE SERVE

Business Owners

Small business owners, partners, and entrepreneurs looking to make an impact in their community as well as grow and preserve their wealth for generations.

Athletes

Goal Oriented – current/former collegiate and professional athletes that maintain a drive for mastering their craft, starting/raising a family, and progressing through their career.

Company Retirement Plans

Companies that currently or are looking to offer 401(k), Profit Sharing, Defined Benefit, SIMPLE & SEP IRA plans. Providing fiduciary protection, consulting and financial wellness to retirement plan clients.

WHO WE ARE

 

Striving for your success in all money matters

 

Sorting out the pros and cons of an overwhelming number of investments and how each may impact your situation requires an expertise those with everyday lives have not the time to master. Let us help.

 

Independent,

Fiduciary,

Fee Only,

Conflict Free

Advice

WHO WE ARE

 

Striving for your success in all money matters

 

Sorting out the pros and cons of an overwhelming number of investments and how each may impact your situation requires an expertise those with everyday lives have not the time to master. Let us help.

 

Independent,

Fiduciary,

Fee Only,

Conflict Free

Advice

KEEPING IT INFORMAL

Let’s meet for coffee

We know it’s about relationships. You have no desire to open your financial life to someone just looking to make money off of you, but someone who becomes a friend and keeps your best interest foremost in determing what advice to offer.

KEEPING IT INFORMAL

Let’s meet for coffee

We know it’s about relationships. You have no desire to open your financial life to someone just looking to make money off of you, but someone who becomes a friend and keeps your best interest foremost in determining what advice to offer.

Contact Us

Email

JohnBovard@incline-wealth.com

Address

3805 Edwards Road, Rookwood Tower, Suite 550, Cincinnati, OH 45209

Other Offices conveniently located in Blue Ash, West Chester, Downtown and Northern Kentucky

Phone

Get In Touch

14 + 11 =

Subscribe to The Financial Incline

* indicates required