James S. Lineweaver, CFP ® AIF ®
President, CEO and Financial Consultant
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 Newspapers, Northern Ohio Live and Cleveland Magazines and the Ohio Patrolmen’s Benevolent Association’s magazine, Police Beat.
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 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER (tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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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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