Incline Financial Planning was founded by an American Airlines pilot to serve fellow pilots who want more than generic financial advice.

We live this career. We understand the schedules, the contract cycles, the benefit elections, the pension decisions, the mandatory retirement timeline, and the pressure to turn a high income into lasting family wealth. That firsthand experience shapes every recommendation we make.

You don’t need a generalist advisor. You need a financial co-pilot who understands your cockpit.

Fiduciary. Fee-Only. Always on Your Side.

We are a fee-only fiduciary firm. That means:

• No commissions

• No product sales

• No hidden incentives

Just clear, conflict-free advice — always in your best interest.

We combine comprehensive financial planning with disciplined investment management so every dollar has a purpose and every decision fits into a long-term strategy.

Why Incline Financial Planning?

Our name comes from Pittsburgh’s historic Incline — a steady, reliable vehicle that carries people from the river’s edge, with limited visibility and one clear direction, up to the top of Mount Washington, where the view is wide, clear, and full of possibility.

That’s exactly how we approach your financial life.

One deliberate step at a time.
Steady progress.
Rising clarity.
Expanding opportunity.

Our Mission Is Simple

Our mission is to give American Airlines pilots the financial peace, clarity, and freedom they need to focus on what matters most—both in the cockpit and at home

You’ve worked hard to earn your income.

Now it’s time to turn it into lasting wealth and freedom.

A focused Financial Briefing will give you actionable guidance on the financial question that matters most.