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Excellence is Personal

Imagine the depth and capabilities of a large institution, paired with the personal attention of a team that knows you, your family, and your goals. For nearly a quarter of a century, we’ve helped successful individuals, families, executives, and business owners bring clarity to complex financial decisions through integrated wealth planning and investment management.

Discover what your next chapter can become.

Talk to an Advisor
$1B+
in AUM*
25+
Years of Experience***
87%
of Clients “Love What We’re Doing”**
11+YR
Average Client Tenure****
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A Special Welcome from Founder Jim Lineweaver

Who We Serve

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Individuals & Families

Families navigate a financial world that touches nearly every part of life—from daily decisions to long-term commitments that shape the years ahead. Protecting what matters most requires thoughtful, coordinated planning with a trusted team of advisors. The Lineweaver process brings your financial, tax, investment, and estate considerations together into a unified strategy developed with care, experience, and intention.

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Corporate
Executives

Corporate leaders face a unique set of demands: complex compensation structures, concentrated equity, and limited time to manage it all. We’ve spent decades helping executives turn complexity into clarity. We align tax, legal, and investment decisions around you and your family’s priorities.

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Business
Owners

Successful business owners carry more than the weight of daily decisions. You provide stability for countless families, including your own. Just as your employees rely on your leadership, you deserve a trusted financial advisor who can help you navigate complex financial decisions with clarity and confidence.

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Speak to a Wealth Planning Specialist

Contact Us

Wealth Planning Insights

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An older couple sits at a table, smiling and shaking hands with a person in a suit across from them, suggesting a successful meeting or agreement in a bright, modern office setting.

Charitable Giving Strategies: How To Give More And Reduce Taxes

For many successful families, charitable giving is not just about generosity. It’s about making a meaningful impact in a thoughtful,…

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Two men sit at a desk, and one man points at a laptop screen displaying financial graphs and charts, while the other listens attentively. Papers and a phone are on the desk.

The Importance of Active Investment Management

Discipline, Oversight, and Long-Term Alignment for Affluent Investors Active management is often misunderstood. Many assume it is simply about attempting…

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Two people work at a desk with a laptop, notebooks, and office supplies. One person is standing and pointing to a document, while the other person is seated, holding a pen. The workspace has a modern, collaborative feel.

Why Investment and Tax Advice Must Work Together

Written by Mark Sipos, LFG Tax Director One of the most common breakdowns in financial planning happens quietly when investment…

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What Will New Federal Reserve Leadership Mean?

Our team employs external financial research from many different economists, analysts, and research firms. This research provides valuable input into…

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Financial Quarterback – Access Your Retirement Money Early and Avoid the Penalties

Financial Quarterback – Access Your Retirement Money Early and Avoid the Penalties

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Tax documents checklist: What do you need to file taxes?

Written By Mark Sipos, LFG Tax Director Tax filing season is quickly approaching. You can help achieve a quick, smooth, and…

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Request a Portfolio Analysis

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Testimonials

“Jim and his team have taken the time to fully understand my financial goals and objectives and have strategically planned to achieve these goals.”

Chris K.

Client since 2012

“The Lineweaver team transformed our financial stability. Without the experience of Jim and his team, my wife and I would not have been able to realize an early retirement and the financial security to enjoy our retirement years.”

Dal and Carole V.

Clients since 2016

“We started working with Lineweaver Financial Group on some basic investing strategies for retirement, but that quickly evolved into tax services, estate planning, and overall wealth management.”

Dave and Kathy S.

Clients since 2015

“We consolidated our investments with LFG and have not looked back. Working with the staff and advisors either via phone, email, or in person, our situation is always thoroughly reviewed to keep us comfortable.”

Mike and Linda P.

Clients since 2010

*Total AUM on December 31, 2025

**This statistic was calculated from current client surveys, taken in Q4 of 2025

***Lineweaver Financial Group was founded in 2003

****According to internal reporting, last updated December 31, 2025