Project Description

James Lineweaver
President, Lineweaver Financial Group

Valley View, Ohio

James S. Lineweaver is the Founder and CEO of Lineweaver Financial Group (LFG), one of Northeastern Ohio’s leading independent financial advisory firms that has been providing intelligent financial strategies and solutions to clients in or near retirement since 1993.

Jim is also the Founder of the Lineweaver WealthWATCHsm Center, a unique and comprehensive resource center that brings independent financial, tax, legal, and insurance professionals together – under one roof – to objectively analyze and fulfill the needs of LFG clients and their loved ones.

Jim is a featured speaker at many events in the greater Cleveland area and has appeared on/in numerous area television, radio, and newspapers outlets.  Some of these include WEWS- TV Channel 5, WKNR-Radio 850, the Plain Dealer, the Sun NewspapersNorthern Ohio Live and Cleveland Magazines and the Ohio Patrolmen’s Benevolent Association’s magazine, Police Beat. Jim also appears every other Sunday as the financial commentator on the WKYC-TV Channel 3 Golden Opportunities show.

For the past 19 years, Jim has been a qualifying member of the Million Dollar Round Table, based on sales, entitling him to be an MDRT Life member, including 15 years in Top of the Table.  He is also a member of the National Association of Insurance and Financial Professionals.  Jim has also trained advisors throughout the United States, imparting on them the same dedication to the principles of independent thinking and objectivity that he and his staff use to guide LFG clients through the complexities of the ever-changing financial climate.

Jim received a degree in Finance from Cleveland State University, then continued his education at Case Western Reserve University’s Weatherhead School of Business. Jim is also a licensed Certified Financial Planner™ professional and an Accredited Investment Fiduciary® designee, designations which attest to the integrity of his financial advice and his focused knowledge of fiduciary standards as applied to the Lineweaver investment management process.

Jim and Lineweaver Financial Group contribute annually to philanthropic causes in the local area. In recent years they have supported the Rainbow Babies and Children’s Hospital Radiothon and the Cleveland Food Bank through Harvest for Hunger. He also currently serves as Vice-Chairman of the Better Business Bureau of Greater Cleveland and also on the board’s finance committee.

He and his wife Kathy and their three children, live in Broadview Heights.

Lineweaver Financial Group

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 has been addressed.

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.

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. Lineweaver Wealth Advisors, LLC uses Sound Income Strategies LLC as a Sub-Advisor.

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