4030 Smith Rd., Suite 200, Cincinnati, OH 45209
513-709-0004
JohnBovard@incline-wealth.com
Contact Us

Welcome to
Incline Wealth Advisors

empowering Business Owners to Build Lasting wealth

who we are

Independent

Incline Wealth is not tied to any investment or insurance company that would require them to sell proprietary products to their clients. The entire investment universe is open to their clients.

Fiduciary

Incline Wealth has taken the fiduciary oath for their practice which states they must act in the best interest of their clients at all times.

 

Fee Only

Fees only come from advice and are a  flat percentage of assets.

No Commissions.

 

Who We serve

Business Owners & Entrepreneurs

Company Retirement Plans

business owner services

Buying a Business

      • Deal Timeline
      • Ideal Team
      • Valuation
      • Financing
      • Financial Due Diligence
      • Operating Agreements
      • Purchase Agreements

 

Exit Planning

      • Tax Planning
      • Post Sale Investment Strategies
      • Charitable Planning
      • Access to Capital
      • Assessing Personal & Business Readiness
      • External  vs. Internal  Exit Options
      • Help with Finding Strategic Investors/Buyers

Personal Financial Planning

      • Goal Planning
      • Cash Flow Analysis
      • Investments
      • Wealth Allocation Framework
      • Retirement Savings & Tax Strategies
      • Risk Management
      • Legacy & Estate Planning
 

Company Retirement Plans

      • Fiduciary Plan Services
      • 401(k) & Profit Sharing Plans
      • SIMPLE & SEP IRA Plans
      • Plan Benchmarking for Costs & Fees 
      • Employee Education
      • Plan Design & Operation Strategies

 

Interested to learn more?

We would be happy to talk or meet with you and discuss how we can assist with your specific needs.

Please use the link below to set up a call or meeting.