A complete list of active advisors currently associated with Lineweaver Wealth Advisors

Warmer can help you find a great advisor at Lineweaver Wealth Advisors or one who fits your needs even better.

Lineweaver Wealth Advisors is an SEC‑registered investment adviser that provides discretionary portfolio management, financial planning, wealth management, retirement plan advisory, and portfolio consulting to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. As of December 31, 2025 the firm reported approximately $1.084 billion in discretionary assets under management and serves about 2,096 clients through a team of eight advisors. The firm constructs client portfolios around tailored asset allocations tied to each client’s financial plan or suitability profile, monitors accounts on an ongoing basis, and rebalances as needed; its methods include modern portfolio theory, fundamental and technical analysis, and options and margin strategies where appropriate. Lineweaver may engage sub‑advisors or recommend third‑party investment advisers, and it also develops and licenses model portfolios for use by unaffiliated advisors. Notable distinctions relative to many peers include a high client‑to‑advisor ratio and an operating footprint of six offices, alongside business affiliations and distribution practices disclosed in its brochure. The firm is affiliated with LFG Tax Services, Ltd. for accounting/tax services and Lineweaver Financial Group, Inc. for insurance, some investment adviser representatives are registered with Purshe Kaplan Sterling Securities and may receive commission‑based compensation, and the firm engages outside promoters and offers seminars—relationships and activities the firm discloses as potential sources of conflicts of interest.

To learn more about the advisors currently working at Lineweaver Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.