ABOUT US
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.
John Bovard, CFP®, EA
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 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.
Certifications:
- CERTIFIED FINANCIAL PLANNER
- IRS Enrolled Agent
Phil serves in an Investment Advisory Representative capacity with Incline Wealth Advisors as a Qualified Plan Specialist.
Phil was born in Cincinnati and grew up in Northern Kentucky. He attended Northern Kentucky University and earned his bachelor’s degree in Marketing in 2004. After a short stint working at the Cincinnati Bengals in the public relations department, Phil joined Fidelity Investments where his primary focus was 401(k) plan sales. In 2017, Phil joined BB&T as Vice President, Business Development Officer in their Retirement and Institutional Services group where he advised small businesses regarding their 401k and investment advisory service needs. He joined Stearns Financial in 2021 to lead their qualified plan advisory group.
Phil and his wife, Rachel, now live on the northern side of Cincinnati with their two kids, Luke and Mae.
