LINEWEAVER WEALTH ADVISORS is a top financial advisory firm that provides comprehensive and customized financial solutions to individuals, families, and businesses. With over $1.8 billion in assets under management and 16 highly experienced advisors, the firm has been in business for over 20 years, offering a team-based approach to personalized financial plans and investment strategies.
The firm offers a wide range of financial services, including wealth management, retirement planning, tax planning, and insurance solutions. Its advisors hold various professional certifications and are well-equipped to handle complex financial situations. LINEWEAVER WEALTH ADVISORS caters to clients of all net worth levels and operates on a fee-only basis, with fees ranging from 0.5% to 1.0% of assets under management.
Founded in 2001 by two brothers, Chuck Lineweaver and Dave Lineweaver, the firm has a client-focused approach and is recognized for its outstanding service. The firm has no reported disciplinary actions or conflicts of interest in the past 10 years. Overall, LINEWEAVER WEALTH ADVISORS is a reputable and experienced financial advisor that helps clients achieve their financial goals and secure their financial future.