John D. Dovich



John graduated from Xavier University in Cincinnati, Ohio with a bachelors degree in political science and a minor in business with a concentration in economics. He holds the professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). John is a member of the Financial Planning Association (FPA) and the Association for Advanced Life Underwriting (AALU) and serves on the board of a number of financial services organizations. He is an Investment Advisor Representative with John D. Dovich & Associates, LLC. Active in his community, John is a member of the Children’s Hospital Business Committee and the President’s Advisory Council of Xavier University. John is currently a member of the Cincinnati Chapter of the Entrepreneur’s Organization (EO) and a member of the Northern Kentucky Chamber of Commerce Board of Advisors. He regularly participates and is a member of the Goering Center for Family Business at the University of Cincinnati. He is a member of the Association for Corporate Growth (ACG) and a board member of the Cincinnati Estate Planning Council. John was recently named President Elect for the Society of Financial Service Professionals (SFSP). John resides in Hyde Park.

Areas of Expertise:

  • Finance (29 years of experience)
    • The firm's primary function is one of financial maximization including representing family businesses through the use of retirement plans, non-qualified plans, buy-sell arrangements, captive insurance and adequate liquidity planning outside of the family business.
  • Business Strategy/Planning (20 years of experience)
    • Business strategy & planning includes shareholder planning, corporate governance, key executive retention, contingency planning and within each of these areas collaborating with outside advisors - accountants, attorneys, bankers etc.
  • Family Transition Planning (20 years of experience)
    • In the family transition area we frequently engage clients through a 7 Step exit planning process helping them understand exit options - other family members, insiders or an outright sale.


Industry Experience: 

  • Manufacturing (20 years of experience)
  • Service (29 years of experience)
  • Distribution/Wholesale (20 years of experience)

Contact Information:

John D. Dovich
(513) 535-9651