Lineweaver Financial Group

Lineweaver Financial Group is an Ohio-based financial advisory firm focused on helping public employees and their families prepare for retirement. For nearly 30 years, the firm has provided retirement planning support, with services tailored to employees covered by Ohio’s public pension systems, including OPERS, STRS, OP&F, SERS, and the Highway Patrol Retirement System. Its Deferred Compensation department, established in 2013, focuses particularly on first responders, educators, and municipal workers.

Led by founder Jim Lineweaver, CFP®, AIF®, the firm says it meets personally with every client and helps them understand retirement options and plan for their financial future. Its guidance and educational resources address getting ready to retire, managing retirement, Social Security, preserving assets, reducing taxes, insurance, legal documents, and protecting assets from medical costs. The firm also offers “Your Retirement Playbook,” a retirement guide by Lineweaver, along with videos, research, and other resources. Lineweaver Wealth Advisors, LLC is a Registered Investment Advisor. Prospective clients can schedule a 15-minute call to ask questions and learn about the firm’s approach.