To demonstrate our ongoing commitment to our clients, we’ve completed the rigorous Centre for Fiduciary Excellence (CEFEX) certification for our retirement planning service division.
The CEFEX certification is a global fiduciary standard of excellence. It’s based on the international standard, ISO 19011: Guideline for quality management system auditing. The assessment is evidence-based, and all work is reviewed by the CEFEX Registration Committee to ensure impartiality and consistency.
By completing this certification, we’re able to provide various benefits to our clients such as:
• Higher probability of enhanced portfolio outcomes
• Increased transparency
• Increased oversight
• Competitive influence
This certification aligns us with a very elite group of companies that have gone through this comprehensive process. We have become one of only 139 advisors globally, 5 in Ohio, and one of just 3 in Cleveland to hold this certification1.
The focus on continuous improvement helps us to keep growing, expanding, and helping to ensure the best client experience, and that we all hold ourselves to a high fiduciary standard to deliver effective and trustworthy fiduciary guidance.
1. CEFEX.org: https://www.cefex.org/index.shtml
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
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Nominees in the Top 100 Magazine selections are not required to pay a fee for consideration. Individuals appearing in half and full page editorials, have paid a fee for additional exposure. Candidates for consideration are selected utilizing proprietary software. Top 100 Magazine analyzes the results before making their final selections. Financial Professionals and/or wealth managers must also met the following criteria; 1. Be registered with the SEC as a registered investment advisor or a registered investment advisor representative; 2. Have no more than 1 filed complaint with a regulatory agency; 3.Never been convicted of a felony. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the Financial Professional by any client nor are they representative of any one client's evaluation. Lineweaver Financial Group appeared in Money magazine in 2015, Fortune Magazine in 2016, WTAM 1100 in 2018, Forbes in 2020, Channel 5 in 2020, and Top 100 in Finance in 2023.
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