John Bovard, Cfp® Email and Phone Number
John Bovard, Cfp® work email
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John Bovard, Cfp® personal email
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.
Incline Wealth Advisors, Llc
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Owner, Wealth AdvisorIncline Wealth Advisors, Llc Jan 2020 - PresentCincinnati, UsIncline 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, and then guide you through the execution of your plan.
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Owner, Board MemberGamemaster Athletic Jul 2022 - PresentGameMaster 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 -
Elder Board Of Trustees MemberElder High School Aug 2024 - PresentUsThe 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. -
Board Member And TreasurerWestern Hamilton County Economic Council Jan 2021 - PresentOur 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. -
Emerging Leaders Advisory Board MemberMake-A-Wish America Nov 2021 - Apr 2023Phoenix, Arizona, Us -
Thomas More Alumni Association Board MemberThomas More University May 2019 - Apr 2023Crestview Hills, Ky, Us -
Financial AdvisorMerrill Lynch Wealth Management Oct 2016 - Jan 2020New York, Ny, Us -
Financial RepresentativeFidelity Investments Jun 2011 - Oct 2016Boston, Ma, Us
John Bovard, Cfp® Education Details
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Thomas More UniversityFinance -
Xavier UniversityAccredited Certificate Program
Frequently Asked Questions about John Bovard, Cfp®
What company does John Bovard, Cfp® work for?
John Bovard, Cfp® works for Incline Wealth Advisors, Llc
What is John Bovard, Cfp®'s role at the current company?
John Bovard, Cfp®'s current role is Investor, Owner at Incline Wealth Advisors | Helping Business Owners Build Lasting Wealth | Podcast Host | Seen in Barron's, Wall Street Journal & More.
What is John Bovard, Cfp®'s email address?
John Bovard, Cfp®'s email address is jo****@****ore.edu
What schools did John Bovard, Cfp® attend?
John Bovard, Cfp® attended Thomas More University, Xavier University.
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