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John Bovard, Cfp® is listed as Investor, Owner at Incline Wealth Advisors | Helping Business Owners Build Lasting Wealth | Podcast Host | Seen in Barron's, Wall Street Journal & More at Incline Wealth Advisors, LLC, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at thomasmore.edu and a matched LinkedIn profile for John Bovard, Cfp®.
John Bovard, Cfp® previously worked as Owner, Wealth Advisor at Incline Wealth Advisors, Llc and Owner, Board Member at Gamemaster Athletic. John Bovard, Cfp® holds Bachelor'S Degree, Busines, Finance from Thomas More University.
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I began my career at Fidelity Investments before transitioning to Merrill Lynch, where I joined a wealth management team overseeing $2.2 billion in assets. In January 2020, I left Merrill Lynch to establish Incline Wealth Advisors, an independent fiduciary wealth management firm. Despite the challenges of launching during the onset of the COVID-19 pandemic, I successfully navigated those difficult early days and have since achieved significant growth, expanding the firm to include two additional employees.At Incline Wealth Advisors, I work closely with business owners, providing comprehensive advice on retirement planning, investment and risk management, cash flow and debt management, estate planning, tax strategies, business exits, acquisitions, and succession planning.In 2022, I, along with Nick Holmes and Kyle Rudolph, acquired a local business called GameMaster Athletic. In addition to being a co-owner, I serve on the Board of Directors and collaborate with our current CEO, Sean Rowland, in overseeing operations.I am married with five children—four boys and one girl—and we reside in Cleves. My children attend or will attend Our Lady of Visitation and are actively involved in athletics. I have a strong faith in God and attend church regularly.
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Cincinnati, US
Incline Wealth Advisors is an Independent Registered Investment Advisor offering a comprehensive wealth management solution. With a variety of different service offerings, we partner with you to meet you where you are in your financial journey. We develop a deep understanding of your financial picture, gain clarity on your needs and values around money.
GameMaster Athletic is a Cincinnati-based wholesale and distribution company.In 2022, I led the effort to source and manage the acquisition of this business, successfully retaining 100% of the staff. Along with three other board members, I contribute to setting the company’s vision, which is executed by our President & CEO
US
The board acts as a decision-making group, responsible for the governance of the School in the best interest of the School and the AoC.John is the chair of the Investment Committee, which advises and provides recommendations and input to the Head of School and Business Manager regarding all aspects of the school’s investments.
Our purpose is to promote high quality and balanced economic development and redevelopment throughout Western Hamilton County. For nearly 40 years, we have worked to stimulate detailed understanding of the challenges our area faces and to encourage community pride and support.
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John Bovard, Cfp® works for Incline Wealth Advisors, LLC.
John Bovard, Cfp® is listed as Investor, Owner at Incline Wealth Advisors | Helping Business Owners Build Lasting Wealth | Podcast Host | Seen in Barron's, Wall Street Journal & More at Incline Wealth Advisors, LLC.
AeroLeads has found 1 work email signal at @thomasmore.edu for John Bovard, Cfp® at Incline Wealth Advisors, LLC.
John Bovard, Cfp® is based in Cincinnati, Ohio, United States while working with Incline Wealth Advisors, LLC.
John Bovard, Cfp® has worked for Incline Wealth Advisors, Llc, Gamemaster Athletic, Elder High School, Western Hamilton County Economic Council, and Make-A-Wish America.
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John Bovard, Cfp® holds Bachelor'S Degree, Busines, Finance from Thomas More University.
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