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


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 started Incline Wealth Advisors to provide a deeper level of service to local business owners, pre retirees and young professionals.

06 Aug: Using Your Investment Account to Borrow

Using your investments to generate a line of credit can be a good cash management technique. With interest rates at…

27 Jul: Preparing for a Small Business Loan

The ability to obtain capital for your business before you need it is important One of the major causes of…

22 Jul: Considering a Company 401k Plan?

401k Plans are a great way to prepare for retirement and retain employees Qualified company retirement plans are plans that…

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14 Jul: The Financial Incline: Rocky Boiman – Rocky’s Rules

https://www.youtube.com/watch?v=JyVp8dUgOd8On the 6th episode of the Financial Incline John Bovard sits down with 8 year NFL veteran, Super Bowl Champion,…

11 Jul: The Self-Directed IRA

Overview This form of IRA varies from other IRAs because these portfolios may possess a variety of different alternative investments…

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30 Jun: The Financial Incline: Ryan Hawk – The Learning Leader

New episode of The Financial Incline with Ryan Hawk. Ryan is the founder and host of the Learning Leader show….

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22 Jun: The Financial Incline: How Tax Changes Could Affect The Market

This week I discuss the proposed $3.3T tax increases that have been introduced in order to pay for some of…

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16 Jun: The Financial Incline: Alex Allison – The Future of Living

https://www.youtube.com/watch?v=yVWVxcsC27c I’m thrilled to bring to you my interview with Alex Allison. Alex has been an entrepreneur for his entire…