John Bovard, CFP® Incline Wealth Advisors, LLC

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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.

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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

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