Our Philosophy

Lineweaver Financial Group Investment Philosophy

Managing your assets carefully and intelligently is one of the most important gifts you can give yourself and the ones you love. It allows you to enjoy the lifestyle you deserve now while providing confidence in knowing that your financial future is secure.

We are happy to report that the Lineweaver Financial Group has been doing just that in Northeast Ohio for more than 25 years. We have made it our business to listen carefully to you so that we can help provide recommendations that are objective and fulfill your particular current needs, as well as your future aspirations.

Our goal is to ensure the Lineweaver Financial Group and its team of knowledgeable professionals provides a continuity of sound advice so you get the most out of your money, whether it’s for spending, saving, giving, or making sure you are taking care of your family.

Be assured that we will always take the time to put ourselves in your shoes as we strive to make the best use of our experience and knowledge for your particular situation.

 

Terms and Conditions | Privacy Policy | Disclosures

Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
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. Participants for the Top 100 in Finance appearance were reviewed in 2022, and recognized in March of 2023. 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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