DEDICATED FIDUCIARY PROTECTION.
A fiduciary team with experience managing corporate 401(k) plans, including all required ERISA 3(38), 3(21), and 404(c) obligations for many Northeast Ohio companies including automotive, manufacturing, healthcare, IT solutions, and many others.
RETIREMENT INCOME PLANNING.
As one of Northeast Ohio’s retirement specialists, we offer in person and remote education programs, one-on-one counseling for employees, as well as regular up-to-the moment articles, blogs, videos, and other resources to help set up your employees for financial success.
PROUDLY INDEPENDENT.
The Lineweaver organization has been independent since its inception 27 years ago. That independence enables us to access a myriad of investment tools, platforms, and strategic analysis from the industry’s top providers. Combined with our own proprietary market research, this broad access to leading products and resources allows us to create a tailored, customized plan to meet your specific goals and objectives.
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.
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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