John Bovard, CFP® Incline Wealth Advisors, LLC
- 228 Edgefield Dr, Cleves, OH 45002
- (513) 708-9089
- https://www.incline-wealth.com/
About John Bovard, CFP®
John began his financial services career in 2011 at Fidelity Investments and most recently spent time working at Merrill Lynch. John works with families and business owners to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. John graduated from Thomas More University, was a member of the men’s basketball team and currently serves on the alumni board of directors. He is also recognized a CERTIFIED FINANCIAL PLANNER™ professional by the CFP Board and earned his certificate in financial planning from Xavier University.
Outside of work John enjoys spending time with his wife and 4 children. He also enjoys coaching and playing basketball. John has a strong Christian faith and regularly attends Crossroads church.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Business Owners
- Gen X
- Investment Planning & Management
- Professional Athletes
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Monthly Fee: $100+/mo
- Flat Fee: $1,200+/engagement
- AUM: 1.25%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
