John Bovard, CFP®'s Linkedin Analytics

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.