Lineweaver Financial Group, Inc.
Information by Research TrustFinance
Founded in 1993 by Jim Lineweaver, Lineweaver Financial Group, LLC is an independent, fee-based Registered Investment Adviser (RIA). The firm's mission is to help clients achieve a "worry-free retirement" through a team-based, holistic approach to financial planning. They operate as a fiduciary, meaning they are legally obligated to act in their clients' best interests. Their services encompass retirement planning, wealth management, investment strategies, tax planning, and insurance services, aiming to provide a comprehensive financial road map for their clients.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial