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.
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
“Linda and I have been with Lineweaver Wealth Advisors for going on 14 years. We’ve stayed because of the personal touch and quality investment strategies that protect us in retirement. Upon final retirement 10 years ago, 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. 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
“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
“As a longtime client of LFG, I truly appreciate their personalized approach. Jim and his team have taken the time to fully understand my financial goals and objectives and have strategically planned to achieve these goals. They continue to provide easy-to-understand explanations of financial concepts and market opportunities. Most importantly, their expertise and integrity continues 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
“Our experience with Lineweaver Financial Group has been consistently excellent. The management of our 401(k) plan has been both attentive and strategic — with monitoring performance closely, making timely adjustments when needed, and providing us with clear, proactive updates. The regular meetings held with us have been particularly valuable, walking us through plan performance, industry changes, and any enhancements we should consider to best support our employees.”
Dr. Albert Persia, Family Health Medical Services Clients since 2017
“The Lineweaver team is always available to answer questions and provide valuable insights, ensuring confidence in our financial decisions.”
Dal & Carol V. Clients since 2016
“My wife and I began working with Jim Lineweaver through a recommendation from a friend, and we are extremely fortunate that we followed through on their advice. Jim, Meagan Elliott, Mark Sipos and 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.
From the very first meeting, Jim took the time to understand our goals and created a personalized plan that truly resonated with our needs and set us on the right path. The Lineweaver team is always available to answer questions and provide valuable insights, ensuring confidence in our financial decisions. We have been with Jim and the Lineweaver team for many years as our financial advisor and have added additional services using Mark Sipos as our tax advisor specialist. We recieve the same great service from Mark, and have complete confidence in his abilities.
We have recommended Jim and his team to many of our family and friends who continue to thank us for directing them to the Lineweaver Financial Group. My wife and I continue to spend our days with friends, traveling globally and plan to do so for many years.
Thank you Jim and Team for making this possible.”
Dal & Carol V. Clients since 2016
“I have lost count of the number of employees that have told me personally how Jim’s team has changed their retirement views and lives for the better.”
John S. Client since 2018
“When it comes to our employees’ benefits, we look for organizations that are qualified, responsive, accessible and partners that bring life-changing retirement advice to our company. Jim Lineweaver’s team brings all those aspects and more. I have lost count of the number of employees that have told me personally how Jim’s team has changed their retirement views and lives for the better.”
John S. Client since 2018
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.
