James S. Lineweaver,  CFP<sup>&reg;</sup> - Financial Advisor

James S. Lineweaver, CFP®

President

Lineweaver Financial Group

9035 Sweet Valley Dr
Valley View, OH 44125
FINANCIAL ADVISOR'S WEBSITE
(216) 520-1711 CONNECT WITH James
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General

James Lineweaver is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lineweaver Financial Group in Valley View, OH and the surrounding communities.

Financial Advisor Overview

Founded in 1993, Lineweaver Financial Group (LFG) is one of Northeastern Ohio's most respected financial advisory firms. Our independent professionals start by using our unique Life-Stage-Mapping-Process™ to create a fully-coordinated financial plan based on your particular needs, and those of your family. Then, to ensure you receive all the benefits of professional coordination, and to save you time and money, your plan is conveniently implemented and continuously monitored at our one-of-a-kind WealthWatch™ Center in Valley View. At Lineweaver Financial, we really mean, "one call does it all."? LFG has years of experience servicing the financial planning needs for a wide range of clients at differing stages in life, such as those approaching retirement, small business owners, and corporate executives. Each client’s individual goals are part of a fully coordinated financial plan, developed by our “in-house” financial, insurance, legal and accounting specialists. Given our extensive capabilities, LFG is also the financial planning firm of choice for several credit unions in the greater Cleveland area. LFG also has a unique division which focuses on serving the sometimes complex retirement needs of the State of Ohio’s public service employees. LFG currently works with several Ohio municipalities, police and fire departments, and has even been endorsed by the OBPA as a trusted resource for Police & Fire professionals. LFG also offers Ohio’s only actively managed deferred compensation plan, a unique advantage enjoyed by our clients. In addition to providing sound and responsible financial advice, LFG also feels it has a responsibility to make our community a better place. Over the years, LFG has sponsored charitable events, answered phones, and even washed cars to raise money for charities. We’re also a continuing sponsor for the Rainbow Babies and Children’s Hospital Radiothon Change Maker Program, and run our annual food drive for the less fortunate.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CSA

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

T.S. Phillips Investments, Inc.

Broker-Dealer Disclaimer

Securities offered through Triad Advisors, member FINRA/SIPC. Advisory services offered through Linweaver Wealth Advisors, LLC. Lineweaver Wealth Advisors LLC is not affiliated with Triad Advisors.

Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance, Retirement, Succession Planning, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources