Market Proven
Experience & Independence
- Working with top recordkeepers since 1993
- Broad experience as ERISA 3(38) or 3(21)fiduciary
A Broad Range of Benefits
- Customized financial reporting, including IPS and regular performance reviews
- Simple IRAs, SEP IRAs, 401(k)s, Cash Balance Plans, and Defined Benefit Plans
Turn-Key
Employee Education
- A broad library of employee information and resources
- In-person and remote classes and one-on-one sessions to help prepare employees for financial success
Streamlined Plan
Administration
- Oversight of recordkeeper and third-party administrator (TPA)
- Consult with payroll providers to setup 360/180 integration
Terms and Conditions | Privacy Policy | Disclosures
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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