A scenic lake with several white sailboats on calm blue water, surrounded by lush green forests under a partly cloudy sky.

Tailored Solutions Built Around You

Lineweaver provides a full spectrum of wealth management services designed to work together seamlessly. From investment management and financial planning to estate and tax strategies, we coordinate every element to simplify complexity for you, your family, or your business. Discover how our integrated approach can help you design a strategy tailored to your future.

Talk to an Advisor

Who We Serve

We partner with high-net-worth individuals and families, corporate executives, and business owners, helping them navigate complex financial decisions with personalized strategies and portfolios aligned to their goals and priorities.

Simple icon of three people depicted with circular heads and lines for bodies, arranged with two in the back and one in the front, all outlined in gold on a light background.

Individuals & Families

For individuals and families, protecting what matters most calls for thoughtful, coordinated planning with a team of advisors you trust.

Learn More
Simple brown line drawing of a suit jacket or blazer on a light background.

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.

Learn More
A simple gold outline icon of two tall buildings with a small person figure standing in front, on a light background.

Business
Owners

Just as your employees rely on your leadership, you deserve a trusted advisor who can help you navigate complex financial decisions with clarity and confidence.

Learn More

Speak to a Wealth Planning Specialist

Contact Us
Illustration of a football player surrounded by six connected circles representing: Generational Wealth Transfer, Risk Mitigation, Tax Optimization, Estate Planning, Philanthropic Planning, and Wealth Management.

Our Philosophy is Coordination

Our Financial Quarterback philosophy is a simple way to describe a complex reality. Many affluent families have critical pieces of their financial life spread across multiple accounts, advisors, and legal documents. As their Financial Quarterback, we bring those pieces and professionals together into one coordinated strategy designed to grow wealth, reduce taxes, and create clarity, delivering the sophistication of a large wirehouse with a far more personal, aligned approach

Testimonials

“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

“The rest of 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

“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

Talk to a Wealth Planning Specialist

Talk Now