About Us

Providing bespoke, sophisticated wealth management solutions for discerning investors and their families.

A smiling couple sits at a table across from a man in an office setting, having a friendly discussion. The woman has her hand on the mans shoulder, and they all appear engaged and relaxed.

Our Story

Our roots trace back to 1993, when founder Jim Lineweaver began his work in financial services. Nearly a decade later, Lineweaver Financial Group was established, followed by the launch of Lineweaver Wealth Advisors eleven years ago. Over time, we also built an integrated tax practice—an essential component of the coordinated planning we provide our clients today.

For more than a quarter century, we have focused on delivering a premier advisory experience for investors who expect more than conventional advice. As an independent fiduciary, we approach every decision with the same care and discipline we would apply to our own capital.

To do that well, we combine proprietary research with a broad array of investment tools, platforms, and insights from leading industry professionals. Our work is guided by principles that define us: clarity of strategy, confidence in execution, and relationships grounded in trust.

Built on this foundation, we provide personalized guidance and thoughtfully designed solutions for clients seeking a higher standard of financial stewardship.

$1B+

in AUM*

25+

Years of Experience***

87%

of Clients “Love What We’re Doing”**

11+YR

Average Client Tenure****

Proven Excellence

Lineweaver Wealth Advisors Has Been Featured By:

Meet Our Leadership Team

Your success depends on the team you depend on. Our leadership and advisory team represents the visible core of a much larger, highly coordinated group of professionals—each playing a critical role in delivering thoughtful, disciplined advice.