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Meet our financial planning team 

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James S. Lineweaver CFP(R), AIF(R)

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.

Jim also appears every other Sunday as the financial commentator on the WKYC-TV Channel 3 Golden Opportunities show hosted by Ohio State Representative, Armond Budish.

For the past 16 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 13 years in Top of the Table.  He is also a member of the National Association of Insurance and Financial Professionals.  Mr. Lineweaver 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.

 

James S. Lineweaver CFP(R), AIF(R)