Category: Awards
Lineweaver Wealth Advisors proud to be named on Crain’s Top Advisors list for fifth consecutive year
Lineweaver Wealth Advisors is proud to announce that we have been named as one of the Top 15 Advisors in Cleveland by Crain’s Cleveland Business, moving up three spaces from 18 last year. We are humbled to have received this recognition and credit the hard-working team at LWA and the many clients that we have who put their trust in us. According to the list, LWA is one of only 5 of the 25 on the list of Advisory services that grew over the last year. We do that in two ways. First, our goal is to make smart decisions with our client's money, which helps benefit them. And the second is that our clients, friends, and neighbors are constantly referring new clients to us. We want to help them be successful, so that it’s easy for our clients to say good things about us. Our staff work hard and go the extra mile for our clients while adding a personal touch. People are sick of the phone tree and digital assistants where you’re the one that must answer questions when you have important questions you want to ask your advisor. Technology is important – we use it to help build and monitor our client’s customized portfolios. But, just as important is being able to talk directly to your advisor or a member of our service team if you need help. We also believe everyone needs a Financial Quarterback –an experienced and knowledgeable advisor to coordinate the members of your team, and to help make sure your customized financial plan is consi
Lineweaver Wealth Advisors enters the top 20 in the Crain's 2021 List of Registered Investment Advisers
We are humbled and excited to share that we have been ranked in the top 20 of Crain’s Cleveland’s annual list of Registered Investment Advisors based on assets under management. We were especially excited to move up on the list, after ranking in the top 25 in 2019 and 2020. While this is a great milestone and accomplishment for us, we know that there are really two reasons for it: a great staff, and client trust. Our staff work hard and go the extra mile for clients, and in turn clients trust us, and use us as a valued sounding board, as well as introduce us to their family and friends. To us, there is no higher recognition. We also believe in personal service. We know how frustrated people are with phone trees and digital assistants where they have to answer questions, and are often transferred and re-routed. We live in a fast-paced world that requires cutting edge technology and the latest market analysis to make smart, informed decisions for all our clients. But, when it comes to service, we believe in a personal touch. You’ll always speak with a person, and we pride ourselves on getting you answers to your questions in 24 hours or less. For nearly 30 years our team of qualified, experienced, and credentialed professionals has provided our private and corporate clients with a plethora of options for their financial needs. Our success lies with our continued commitment to providing clients with sound advice, world class customer service, and accessib
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Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
Crain's Cleveland Business is a print and online newspaper delivering local business news and information to Cleveland's business executives, which is published by Crain Communications Inc. The Crain's 2024 list may employ different methodology than described above for similar designations granted in other years. No clients were consulted and no fees were paid to determine the winners; the award is based on assets under management. Neither the participating candidates nor their employees pay a fee in exchange for inclusion on Crain's 2024 List. However, recipients may pay a fee to Crain, an affiliate, or an unaffiliated third party in exchange for plaques or article reprints commemorating the designation. The publication should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if the recipient is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of the recipient by any of its clients. Lineweaver Wealth Advisors was ranked in the Top 25 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2024. In 2023, Lineweaver Wealth Advisors was ranked in the Top 15 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2023. In 2021 and 2022, Lineweaver Wealth Advisors was ranked in the Top 20 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2021 and 2022 respectively.
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. Participants for the Top 100 in Finance appearance were reviewed in 2022, and recognized in March of 2023. 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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