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Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 12pm

Lineweaver Financial Group

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Valley View, OH
Lineweaver Financial Group

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Posts must refrain from recommending investment advisory services or providing testimonials for the Company. Because testimonials relative to investment advisory services are strictly prohibited, any such postings are subject to removal. This is a regulatory requirement and has no bearing on how much we value our clients' opinions. No one commenting on this wall should post specific securities rec

ommendations. Questions about a specific investment adviser or security cannot be answered, and may be removed from the page. Photos and images on this page should not be construed as an endorsement of the adviser by any client. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Securities offered through Triad Advisors, member FINRA/SIPC. Advisory services offered through Lineweaver Wealth Advisors, LLC. Lineweaver Wealth Advisors, LLC is not affiliated with Triad Advisors.

07/16/2026

In this Financial Quarterback segment, Jim Lineweaver, CFP®, AIF®, and Chad Roope, CFA®, Chief Investment Officer at Lineweaver Wealth Advisors, discuss how business owners can evaluate higher-yield savings, money market accounts, short-term fixed income, and municipal bonds.

How should business owners manage excess cash beyond their day-to-d...

07/09/2026

New tax law changes may create valuable opportunities for business owners, but the biggest advantage comes from thoughtful planning, not simply claiming more deductions. In this week's Financial Quarterback, Jim Lineweaver, CFP®, AIF® and LFG Tax Director Mark Sipos discuss what the changes could mean for your business, your taxes, and your long-term financial plan. Watch the full conversation here:
https://youtu.be/4ybE8PWr1Fk?si=4ZNniTYR5Y_i6XUf

This video explains Big Beautiful Bill tax changes for business own...

06/26/2026

An ESOP can be a valuable benefit, but it shouldn't be viewed in isolation. If a significant portion of your wealth is tied to your employer, understanding how your ESOP fits into your retirement, tax, and investment strategy is essential. Watch our latest conversation to learn what every executive should know, and visit lineweaver.net to learn more.

Executive Stock Ownership Plan (ESOP) planning for executives means...

06/17/2026

For business owners, succession planning is about more than selling the company.

In the first of a two-part Financial Quarterback series, Jim Lineweaver, CFP®, AIF® and Shawn Ely, Managing Partner of Lazear Capital, discuss how an Employee Stock Ownership Plan (ESOP) may help create liquidity, preserve company culture, reward employees, and support a long-term transition plan.

What is an ESOP, and when does it make sense for a business owner?...

06/10/2026

Many successful executives, business owners, and long-term investors find themselves with a large portion of their wealth concentrated in a single stock. While that growth can be rewarding, it can also create significant risk and potentially trigger a substantial tax bill if handled improperly.

In this week's Financial Quarterback segment, Jim Lineweaver, CFP®, AIF® and Chad Roope, CFA®, discuss several strategies that may help investors address concentrated stock holdings.

Financial Quarterback Jim Lineweaver, CFP®, AIF® is joined by Linew...

06/04/2026

Parents and grandparents often want to help the new graduates in their lives get off to a strong financial start. In this week's Financial Quarterback segment, Jim Lineweaver, CFP®, AIF® discusses the key benefits decisions young professionals face, from 401(k)s and Roth contributions to health insurance and HSAs, and how families can help them build good financial habits early. Watch below, and learn more at lineweaver.net.

What financial advice should parents and grandparents share with a ...

05/20/2026

What changed after the first filing season under the Big Beautiful Bill?

In this week’s Financial Quarterback segment, Jim Lineweaver, CFP®, AIF® and LFG Tax Director Mark Sipos discuss several key tax planning opportunities now available to taxpayers, including the higher SALT deduction, expanded catch-up contributions, and new deductions for retirees.

The conversation also highlights an important distinction: filing taxes is not the same as proactive tax planning.

Watch the full segment to learn how these changes may impact retirement, investment, and long-term planning decisions.

Visit Lineweaver.net to learn more.

What should high-income families, retirees, and business owners be ...

05/04/2026

If you're business owner looking to increase retirement savings while reducing current taxes, a cash balance plan may be worth a closer look.

In this episode of Financial Quarterback, Jim Lineweaver, CFP®, AIF® is joined by Mike Ziccardi, Executive VP with CBIZ to explain how cash balance plans work and why they are often used by high-income professionals and established business owners.

How Business Owners Use Cash Balance Plans to Save More

04/16/2026

We’re honored to spotlight the work of the Ben Curtis Family Foundation and share a few thoughtful ways families can support causes they care about in a tax-efficient way.

From food insecurity to strategic charitable giving, this was a meaningful conversation about making an impact close to home.

Special thanks to Ben for joining us on New Day Cleveland. To learn more about the foundation's work serving thousands of kids across Northeast Ohio, visit the Ben Curtis Family Foundation

Ben Curtis on Giving Back and Smart Charitable Strategies

04/07/2026

If you’re giving to charity the same way you always have, 2026 may be a year to reconsider your approach.

We recently sat down with Stacey McKinely of the Cleveland Clinic to discuss how new tax law changes are reshaping charitable planning for high-income families, executives, and business owners.

In this short video, we cover:

• Why charitable giving is now more timing-sensitive
• How deduction changes may impact your strategy
• When tools like Donor-Advised Funds and Qualified Charitable Distributions may be more effective

The key idea is simple: Giving decisions should not happen in isolation. They should be coordinated with income, taxes, and your broader financial plan.

Watch the video for a clear breakdown of what is changing and how thoughtful planning can make a meaningful difference.

To explore how this fits into your overall strategy, visit lineweaver.net.

The rules around charitable giving have changed, and many families have not adjusted their strategy yet.In this conversation, Jim Lineweaver, CFP®, AIF® and ...

Address

9035 Sweet Valley Drive
Valley View, OH
44125

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 12pm

Telephone

(216) 520-1711

Website

http://lineweaver.net/

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