We have the ability to create comprehensive, tailored, and individualized wealth plans with our experience. We are collaborative, easy-going, and informal with the knowledge and connections to bring everything together in a cohesive manner.
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John Bovard, CFP®
I began my career at Fidelity Investments and most recently spent time at Merrill Lynch. I work closely with families, business owners and young professionals to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. I work with business owners and employees to help not only with their personal finances but also the company retirement plan. I started Incline Wealth Advisors to provide a deeper level of service to local business owners, pre retirees and young professionals.
I graduated from Thomas More University, was a member of the men’s basketball team and currently serve on the alumni board of directors. I am also recognized as a CERTIFIED FINANCIAL PLANNER™ professional by the CFP Board and earned my certificate in financial planning from Xavier University.
Outside of work I enjoy spending time with my wife and four children. I also enjoy playing and coaching basketball.