Jim Lineweaver, CFP®, AIF®
Founded in 1993 and headquartered in Valley View, Ohio, Lineweaver Financial Group, Lineweaver Wealth Advisors, and LFG Tax Services combine to form the Lineweaver Family of Companies. From five locations across Northeast Ohio, the companies provide comprehensive financial planning for high-net-worth private and corporate clients throughout 17 states. Their company philosophy is that everyone needs an experienced Financial QuarterbackSM like Jim and his team of advisors, who work to help coordinate the full range of financial, tax, legal, and insurance services.
The company’s philosophy extends not only its clients, but also its advisors. For this purpose, Jim built the Lineweaver WealthWATCHSM Center, which combines in- and out-of- house talent, creating a complete resource for private and corporate investors. Jim’s work in this regard has led to significant growth, with the companies growing nearly 400% in the last five years. Recently, the prestigious Crain’s Cleveland Business Magazine named Lineweaver Wealth Advisors one of Cleveland’s Top 20 Registered Investment Advisors for the second time in as many years.
Through his popular weekly television show, The Financial QuarterbackSM , now in its fifth season, Jim shares information and educates viewers on often complex financial topics and strategies. He has also appeared regularly on local and national television and radio, including FOX, and WEWS-TV Channel 5, as well as in Fortune, Forbes, Money, the Plain Dealer, and Crain’s Business magazines.
Jim and his wife, Kathy, live in Broadview Heights, Ohio, and they have three children: Tori, Tyler, and Delaney. In his free time, he enjoys golfing and boating with family and friends.
Securities offered through Triad Advisors, LLC, member FINRA/SIPC. Advisory services offered through Lineweaver Wealth Advisors, LLC. Lineweaver Wealth Advisors, LLC, is not affiliated with Triad Advisors, LLC. Award Methodology: The honorees do not pay to be included. Their profiles were drawn from the nomination materials submitted. This list is not comprehensive. It includes only individuals for whom nominations were submitted and accepted after a review by editors. To qualify for the list, nominees must be based in Northeast Ohio. They must be currently employed full-time at a financial institution or company offering wealth management services and showcase professional achievements. They must have a minimum of three years’ experience and oversee at least $10 million in assets under advisement. They must be active in the community and/or philanthropic activities, mentoring programs and/or diversity and inclusion initiatives.