Joe Kovach, CFP®

Partner & Chief Investment Officer

Cleveland, Ohio

Joe Kovach is Partner and Chief Investment Officer at Rockport Wealth Advisors. He has 30+ years of experience helping clients achieve their retirement, short-term, and long-term financial goals. He works with both individuals and small businesses to develop tailored strategies that incorporate appropriate investment options, which includes consulting with tax and legal advisors, when appropriate, to design a well-rounded approach.

Joe began his career in financial planning in 1994 with New England Financial, a Division of MetLife. There he built up his business to include managing assets for clients that reached more than $50 million dollars. With this success, Joe decided to branch off to start Rockport Wealth Advisors.

Joe earned his Bachelor of Business Administration in Marketing from Cleveland State University. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Mutual Fund Counselor, and holds the Series 7 registration. Additionally, Joe has been a member of Ed Slott’s Master Elite IRA Advisory GroupSM since 2023.

Joe lives in Strongsville with his wife, Jan, and their three daughters Alyson, Alexis, and Lauren. As a former PGA professional, he also enjoys playing golf in his free time.


Membership to Ed Slott’s Elite IRA Advisor Group™ was granted in 2023 and membership to Ed Slott’s Master Elite IRA Advisor Group™ was granted in 2025. Ed Slott’s Master Elite IRA Advisor Group™ is solely an indication that the financial advisor has attended training provided by Ed Slott and Company, maintained an Elite IRA Advisor Group membership for two or more years, passed bi-annual examinations on material covered at conferences and in webinars and met other membership requirements and does not constitute an endorsement of any kind. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. Membership does not guarantee investment success.