John Bovard (CFP)

John Bovard focuses in the
following client markets or areas of practice:

  • Business Owners
  • Professional Athletes or Entertainers
  • Retirement Plan Investment Advice

Planning Specialties

Business Owners

Company Retirement Plans

Additional Information

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.

NAPFA Start Date

February 24, 2020


This Office

228 Edgefield Dr Cleves, OH 45002-1426 Phone: (513) 708-9089