1. Serve the clients above all else
2. Do the right thing, all the time
3. Maintain accountability
4. Encourage teamwork
5. Be good stewards for the clients and the firm
6. Continually strive to improve and grow
Lineweaver Financial Group is independently owned and operated. Securities offered through Triad Advisors, LLC, Member FINRA / SIPCAdvisory services offered through Lineweaver Wealth Advisors, LLC. Lineweaver Wealth Advisors, LLC, is not affiliated with Triad Advisors, LLC.
*: 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