Values

Core Values

  1. Champion: We represent the interests of our clients and colleagues, prioritizing their well-being and ensuring their needs are met with integrity and accountability.

  2. Collaborate: We combine efforts and strengths to achieve greater results than could be achieved individually.

  3. Embrace Integrity: We prioritize accountability, honesty, and reliability.

  4. Inspire: We create an environment where our clients and colleagues feel supported and valued.

  5. Adapt: We continuously learn and evolve to keep up with changing circumstances.

Lineweaver Wealth Advisors, LLC is a Registered Investment Advisor.

 

*: Yahoo.com Article: 64% of Americans Aren’t Prepared for Retirement – and 48% Don’t Care.

1: Crain's Top 25 RIA: Based on assets under management

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