Testimonials

Our greatest measure of success is the satisfaction of our clients. At Lineweaver Wealth Advisors, we focus on building lasting relationships with those who share our values. Our aim is to serve as your financial quarterback, coordinating every aspect of your financial, tax, legal, and insurance needs. Awards are meaningful, but the recognition that matters most is the trust and confidence our clients place in us.

Experience the Lineweaver difference

Our Commitment to You

We asked our clients—many with relationships spanning more than a decade—what they value most about working with us. What stood out was how consistently they described who we are and how we work.

Knowledge

Experience

Trust & Integrity

Coordination & Collaboration

Independence

“Jim Lineweaver, Mark Sipos, Chad Roope and all of the staff at Lineweaver Financial Group are professionals. The combination of personal touch, expertise and customer service is why Kathy and I keep coming back. 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. You won’t find a better group of people who you can trust, I guarantee that.”

Dave and Kathy S.

Clients since 2015

“I always work directly with the same people, who know me, my family, and my needs.”

Mike and Linda P
Clients since 2010

“Jim Lineweaver is a passionate man. He’s passionate about sports, his loved ones, and helping his clients become financially secure. We feel lucky to have him in our corner.”

Ann Y.
Client since 2013

“Most importantly, their expertise and integrity continue to build my trust with Jim, which is why I refer my friends to the LFG team.”

Chris K.
Client since 2012

“Our experience with Lineweaver Financial Group has been consistently excellent.”

Dr. Albert Persia, Family Health Medical Services
Clients since 2017

Testimonials were given by current clients of Lineweaver Wealth Advisors (“LWA”) (dba Lineweaver Financial Group). No compensation was provided for these testimonials. The use of testimonials creates a conflict of interest because LWA has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee that another individual’s experience will be the same as or similar to the client providing the testimonial, and no guarantees of performance or success are offered.