Incline Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$72,324,422
Clients
187
Advisors
2
across 2 offices
About
Incline Wealth Advisors, LLC is a state-registered investment adviser serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and businesses. The firm provides individually tailored investment management, project‑based and ongoing comprehensive financial planning, employee benefit plan advisory, tax preparation services, and educational seminars.
Portfolios are constructed from client investment policy statements and guided by a blend of fundamental, technical, and cyclical analysis, using both passive and active vehicles within a Modern Portfolio Theory framework. The firm offers discretionary and non‑discretionary management, ongoing monitoring and rebalancing, and may incorporate alternative and institutional‑grade investments for clients for whom such allocations are suitable.
Incline is distinctive among similar supported firms for sponsoring and syndicating private investment vehicles and acting as a private fund adviser — including the use of an affiliated special‑purpose vehicle (Incline Investor Group, LLC) that the firm may recommend to clients. It also provides ancillary services that are less common at this size, such as standalone tax preparation, paid and pro‑bono educational seminars and speaking engagements, and consulting for plan sponsors and 401(k) brokerage window relationships.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001+: Negotiable up to 2.00%
Project-based financial planning fees range from $300 to $10,000, negotiable; Tax preparation fees start at $400
$150 per hour for additional services; $250 per hour for tax preparation if outside scope
Ongoing comprehensive financial planning monthly fees range from $100 to $2,000; upfront fee $500 to $3,000 (waived for certain clients)
Main office
See officeCleves OH
Advisors at this office
1
Offices (2)
Most active in
Indiana · Kentucky · Louisiana · Ohio
Also doing business as
Incline Wealth · Incline Wealth Advisors · Incline Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
John B
Verified by Warmer
CFP®
Cleves, OH
Incline Wealth
I work closely with families, business owners and young professionals to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. I work with business owners and employees to help not only with their personal finances but also the company retirement plans. I started Incline Wealth Advisors to provide a deeper level of service to local business owners, retirees and company retirement plans. I graduated from Thomas More University and was a member of the men’s basketball team. I earned my certificate in financial planning from Xavier University. Outside of work I enjoy spending time with my wife and five children. I also enjoy playing and coaching basketball. Certifications: - CERTIFIED FINANCIAL PLANNER Community Work: - Elder High School Board of Trustees - Chair of the Investment Committee - Western Economic Counsel: Board Member & Treasurer - Our Lady of Visitation Basketball Coordinator - Former: Make-A-Wish Foundation: Emerging Leader Advisory Board Member - Former: Thomas More Alumni Association: Board Member.
Phillip W
Series 63, Series 66
Cincinnati, OH
Incline Wealth
Phillip Westhoff is a financial advisor at Incline Wealth with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including BB&T Retirement & Institutional Services and Fidelity Investment. Incline Wealth Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing tailored investment management, financial planning, employee benefit plan advisory, and tax preparation services. The firm uses a blend of fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework and offers both discretionary and non-discretionary portfolio management.
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