What Our Clients Say
Our favorite measure of success is how satisfied our clients are. At Lineweaver Wealth Advisors, our focus is on forging long-term relationships with clients who share our values. Our goal is to be the Financial Quarterback for all of our clients, helping coordinate all their financial, tax, legal, and insurance needs. Accolades are important - but these are the awards we care about most.
"Jim Lineweaver, Mark Sipos, Chad Roope and all of the staff at Lineweaver Financial Group are professionals. The combination of personal touch, expertise and customer service is why Kathy and I keep coming back. We started working with Lineweaver Financial Group on some basic investing strategies for retirement, but that quickly evolved into tax services, estate planning and overall wealth management. You won't find a better group of people who you can trust, I guarantee that."
- Dave and Kathy S., clients since 2015
"Linda and I have been with Lineweaver Wealth Advisors for going on 14 years. We've stayed because of the personal touch and quality investment strategies that protect us in retirement. Upon final retirement 10 years ago, we consolidated our investments with LFG and have not looked back. Working with the staff and advisors either via phone, email or in person, our situation is always thoroughly reviewed to keep us comfortable. I always work directly with the same people, who know me, my family, and my needs."
- Mike and Linda P., clients since 2010
"Jim Lineweaver is a passionate man. He's passionate about sports, his loved ones, and helping his clients become financially secure. We feel lucky to have him in our corner."
- Ann Y., client since 2013
"As a longtime client of LFG, I truly appreciate their personalized approach. Jim and his team have taken the time to fully understand my financial goals and objectives and have strategically planned to achieve these goals. They continue to provide easy-to-understand explanations of financial concepts and market opportunities. Most importantly, their expertise and integrity continues to build my trust with Jim, which is why I refer my friends to the LFG team."
- Chris K., client since 2012
"My wife and I began working with Jim Lineweaver through a recommendation from a friend, and we are extremely fortunate that we followed through on their advice. Jim, Meagan Elliott, Mark Sipos and the rest of the Lineweaver team transformed our financial stability. Without the experience of Jim and his team my wife and I would not have been able to realize an early retirement and the financial security to enjoy our retirement years.
From the very first meeting, Jim took the time to understand our goals and created a personalized plan that truly resonated with our needs and set us on the right path. The Lineweaver team is always available to answer questions and provide valuable insights, ensuring confidence in our financial decisions. We have been with Jim and the Lineweaver team for many years as our financial advisor and have added additional services using Mark Sipos as our tax advisor specialist. We recieve the same great service from Mark, and have complete confidence in his abilities.
We have recommended Jim and his team to many of our family and friends who continue to thank us for directing them to the Lineweaver Financial Group. My wife and I continue to spend our days with friends, traveling globally and plan to do so for many years.
Thank you Jim and Team for making this possible."
- Dal and Carole V., clients since 2016
These testimonials were given by current clients of Lineweaver Wealth Advisors (“LWA”) (dba Lineweaver Financial Group). No compensation was provided for these testimonials. The use of testimonials creates a conflict of interest because LWA has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing the testimonial and no guarantees of performance or success are offered.
Terms and Conditions | Privacy Policy | Disclosures
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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