4030 Smith Rd., Suite 200, Cincinnati, OH 45209




empowering business owners to build lasting wealth

Who We serve

Business Owners & Entrepreneurs

Company Retirement Plans

business owner services

Wealth Management

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

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

Buying a Business

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

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


Justin B.

Incline Wealth has been a great change for us so we can better reach our retirement goals. John is very personable, easy to work with and very responsive. He values clients thoughts, goals and ambitions, and works to personalize your retirement plan to suit your needs. He has been extremely helpful with each our financial situations and we look forward to financial freedom.

Judith M.

Incline Wealth Advisors are a great resource to help you achieve your retirement goals. They customize your retirement plan to fit your needs. They are proactive and will reach out if they think something might need to be changed or updated in your plan due to the market. They ensure your account is up to date and in line with your retirement plan. They are very responsive and easy to work with.

Alan L.

John has done a great job of taking care of my IRA. He is very responsive to any inquiries and questions.

Greg V.

John is a consummate professional with years of experience. He genuinely cares about his clients and their future.

Dan C.

Awesome company! Johnny is spot on and so professional.

Craig J.

Incredible attention to detail and extremely knowledgeable in all financial matters. John is a true pro.

Andrew W.

John has been great to work with and showed me several great ways to save for the future. Would definitely recommend to all my friends and family. I appreciate his honesty in our interactions, his individualized approach, and great customer service.


19 Jun: 10 Items Involved in Financial Coaching
15 May: Investing in Gold
10 Apr: Best Ways to Conduct Research on a Specific Sector
03 Apr: How Can Direct Indexing Help Stock Portfolios
06 Mar: Factors to Consider when looking to Build a Home
21 Feb: Should you list your Business in a Trust?
01 Feb: Costs of Operating a 401(k) Plan
06 Dec: Benefits of Long Term Investing
15 Nov: How to Find Businesses for Sale
24 Oct: Cash Balance Plans
27 Sep: What is a Safe Harbor 401(k) Plan?
19 Jul: What are the Roles of a 401(k) Plan Advisor
18 Jul: Responsibilities of a Retirement Plan Trustee
12 Jul: What is an Accredited Investor?
05 Jul: What is Private Equity?
14 Jun: Spousal Lifetime Access Trusts (SLATs)
06 Jun: Investing in Uncertain Times
26 Apr: Office Real Estate – The Next Shoe to Drop?
19 Apr: Financial Capability Beyond April
12 Apr: April Market Commentary
05 Apr: How Do You Create Lasting Wealth?
27 Mar: How should you invest your assets after the sale of your business?
15 Mar: March Market Commentary: Why Aren’t Rate Hikes Working
08 Feb: February Market Commentary
25 Jan: Avoiding the Big Retirement Risks
11 Jan: Performance Chart for 2022
10 Jan: January Market Commentary
05 Jan: 529 Plan Rollover to a Roth IRA
03 Jan: Tuning Up Your Portfolio for 2023
28 Dec: 3 Keys to Retiring in 2023
22 Dec: Year-End Checklist
20 Dec: What are the effects of Declining Interest Rates?
07 Dec: 401k Plans aren’t just for Retirement, but Starting Early Matters
22 Sep: FAANGs Gone Value
10 Aug: August Market Commentary
03 Aug: Earnings Report Recap
02 Aug: Inflation, the Fed, and Recession are not Linear. 
27 Jul: Retiring in a Volatile Market: Control What You Can
12 Jul: Turning the Bear Market into a Goldilocks Moment
23 Jun: What Just Happened? The Fed Increases Velocity and Accepts Reality
14 Jun: It’s Not About Inflation, It’s About Volatility
22 May: Retirement Plans For Small Business Owners
17 May: Are Fed Actions Working? Parsing the New Data
04 May: Berkshire Hathaway Annual Meeting 2022
30 Mar: Investing During Uncertain Times
22 Mar: The Federal Reserve vs. Inflation: Round One
14 Mar: Investing Moves to Make Now
07 Mar: February Market Commentary: Action and Reaction
14 Dec: Should You Buy Your Home or Just Rent It?
09 Dec: November Market Commentary
26 Nov: Managing Investments Means Managing Your Emotions
26 Oct: Stock Options: An Owner’s Manual
06 Oct: Direct Indexing – The Tax Savvy Investment Strategy
20 Aug: Market Analysis
06 Aug: Using Your Investment Account to Borrow
11 Jul: The Self-Directed IRA
03 Jun: Best Books About Money
20 May: Inflation is Rising, Here is Where You Can Look to Invest
10 Mar: Studying Berkshire Hathaway’s Annual Letter
24 Feb: Would a $15 Minimum Wage Work?
17 Feb: Investing in Disruptive Innovation Part 1
04 Feb: Instead Of Picking Stocks – Do These 3 Things First
15 Jan: IRS Enrolled Agent – Tax Planning
06 Jan: Set It & Forget It – Automate your finances
16 Dec: The Gift That Keeps on Giving
02 Dec: Bitcoin: Is It Time To Take It Serious?
21 Oct: Market Returns During U.S. Election Years
08 Oct: Triple Tax Advantage – Health Savings Accounts
23 Sep: Depreciation: A Tax Benefit to Real Estate Investing
31 Jul: Big Tech Plows Forward
23 Jun: Emergency Fund: Where to put the money and how much?
05 Jun: Tactical shifts for your portfolio
29 May: Has the market fully recovered?
12 May: A Defensive Investment Strategy
20 Mar: Is now the right time to buy stocks?
26 Jun: Crafting a Successful Business Exit Strategy
12 Jun: What is Discounted Cash Flow?
06 Jun: What Accounting Systems should a Business Owner Consider?
08 May: Cybersecurity Risks
24 Apr: States with No Income Tax
17 Apr: How to use a Sales Funnel
10 Apr: Best Ways to Conduct Research on a Specific Sector
27 Mar: Confidential Information Memorandum
20 Mar: Indication of Interest
13 Mar: Requirements for Business Loan Approval
21 Feb: Should you list your Business in a Trust?
06 Feb: Understanding Leveraged Buyouts
01 Feb: Costs of Operating a 401(k) Plan
24 Jan: Improving Operational Efficiency in Your Business
27 Dec: How to Manage Overhead Expenses
20 Dec: Key Performance Indicators for Small Businesses
13 Dec: Benchmarking Your Business
12 Dec: Selling Your Business with No Regrets
22 Nov: Non-Qualified Deferred Compensation Plans
15 Nov: How to Find Businesses for Sale
08 Nov: What are some ways Small Businesses can Innovate?
07 Nov: Selling a Distribution and Manufacturing Business
02 Nov: Qualified Business Income (QBI)
25 Oct: What is a Seller’s Note?
24 Oct: Cash Balance Plans
18 Oct: Unique Ways to Structure an Acquisition
11 Oct: Succession Planning for Business Owners
04 Oct: Non-Financial Metrics that a Business Owner should Consider?
27 Sep: What is a Safe Harbor 401(k) Plan?
20 Sep: Private Equity Firms: Criteria for companies they may invest in
13 Sep: What is a Business Rollup Strategy?
07 Sep: Profit Margins in Service-Based Businesses
29 Aug: Using an Investment Thesis to Purchase a Business
23 Aug: Benefits of Family Owned Businesses
16 Aug: How to Establish a Line of Credit for Your Company
08 Aug: Business Valuation
02 Aug: How to Source a Business Acquisition
26 Jul: How to Determine the Value of a Business
19 Jul: What are the Roles of a 401(k) Plan Advisor
18 Jul: Responsibilities of a Retirement Plan Trustee
28 Jun: Obtaining a Fortress Balance Sheet
21 Jun: How to Ask for a Price Increase to Customers
07 Jun: Interest Rate Impacts on Small Businesses
03 May: Do Not Forget About CAPEX
26 Apr: Office Real Estate – The Next Shoe to Drop?
28 Mar: Preparing to Sell Your Business
27 Mar: What is the role of a Financial Advisor in managing your Company 401k?
27 Mar: How should you invest your assets after the sale of your business?
14 Mar: Owning and Operating Penn Station Franchises
22 Feb: 8 Steps in Writing a Business Plan
15 Feb: Setting Your Business Strategy for 2023
14 Feb: Owning and Operating an Executive Search Firm
31 Jan: Purchasing and Operating a Dental Practice
19 Jan: Key Focus Areas – Financial Due Diligence
18 Jan: Financial Due Diligence
14 Dec: M&A Attorney on Selling Your Business
23 Nov: Innovating and Building Multiple Businesses
27 Oct: Attention Business Owners and Entrepreneurs! 
03 Oct: Buy Sell Agreements: Ensuring Smooth Business Transitions
10 May: Benchmarking Your Business For Growth
04 May: Berkshire Hathaway Annual Meeting 2022
19 Apr: Small Business Retirement Plans
12 Apr: Estate Planning for Business Owners
12 Oct: Limiting a Retirement Classic: The IRA May See Some Unwelcome Changes
14 Sep: Selling a Family Business: Preparing for a Transformational Event
07 Sep: Executive Compensation: Cash Balance Plans
20 Aug: Market Analysis
06 Aug: Using Your Investment Account to Borrow
27 Jul: Preparing for a Small Business Loan
22 Jul: Considering a Company 401k Plan?
12 Nov: Preparing Your Business and Investments for More Lockdowns
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.