We serve business owners, pre-retirees, young professionals, and corporate retirement plans by adding clarity and simplicity to complex financial lives. We are your ongoing partner for advice, implementation, and monitoring of your business and financial goals.
We provide objective unbiased advice on your wealth as we are privately held, independent, and fee only. We make working with us easy by offering several different solutions to meet you wherever you are in your financial journey
Business Owners & Entrepreneurs
Incline Wealth Advisors was started so that I could work with business owners and entrepreneurs helping them to build lasting wealth.
Growing up in Cincinnati I have seen many great family-owned businesses pass their companies, and wealth, on from one generation to the next. I want to work with those families, and I want to do the same for my family.
In 2022 I sourced and ran point for a private business acquisition here in Cincinnati. I am on the Board of Directors for that company and remain involved in the decision making and vision for the company.
Read the full article related to the acquisition here: NFL Star, two Elder classmates team up to buy sports business
Much of my practice is made up of business owner clients. I help to evaluate business acquisitions, provide fiduciary support for their company retirement plan, review income statements and balance sheets to determine ways to grow and expand, discuss exit planning, succession, and what life looks like post the sale of their business.
I also incorporate my client's personal financial plan with the plans for their business to help them reach their financial goals.
Company Retirement
Plans
Through this experience and the use of technology Incline Wealth Advisors delivers value to all members of your company on a consistent ongoing basis.
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.
