Lineweaver Wealth Advisors

James Lineweaver is a CFP® professional with 32 years of experience in financial advising. He is the principal of Lineweaver Wealth Advisors and has previously worked at Triad Advisors, LLC. Outside of his advisory role, he also serves as president of LFG Tax Services, LLC, which provides tax preparation services. Lineweaver Wealth Advisors is an SEC-registered firm that offers discretionary portfolio management, financial planning, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, estates, and business entities. The firm manages approximately $908 million in assets and employs a range of investment methods, supplementing its advisory services with educational programs.

Mark Niederhelman is a financial advisor at Lineweaver Wealth Advisors with 21 years of industry experience. He holds a Series 63 designation and has worked at Lineweaver Financial Group since 2003, Lineweaver Wealth Advisors since 2014, and previously at Triad Advisors, LLC from 2015 to 2024. Lineweaver Wealth Advisors is an SEC-registered firm managing approximately $908 million in client assets. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations, employing a mix of investment methods and client education initiatives.

Logan Bratsch is a financial advisor at Lineweaver Wealth Advisors with Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at W&S Brokerage Services, Western & Southern Life, and held roles outside finance including positions at PGA Tour Live and Lakewood Country Club. Lineweaver Wealth Advisors is an SEC-registered firm that provides discretionary portfolio management, financial planning, and retirement plan advisory services to a diverse client base including high-net-worth individuals, pension plans, and charitable organizations. The firm manages approximately $908 million in assets and employs a mix of investment methods combined with client education and a multi-office team structure.

Chad Roope is a CFA® charterholder with 18 years of industry experience. He currently serves as a financial advisor at Lineweaver Wealth Advisors and is also a consultant at Kohmann Bosshard Financial Services LLC. His prior experience includes roles at Sequoia Financial Group, Fundamentum, Stratos Wealth Partners, and ValMark Advisers. Lineweaver Wealth Advisors is an SEC-registered firm providing discretionary portfolio management, financial planning, retirement plan advisory, and portfolio consulting to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $908 million in assets and employs a mix of investment methods, offering services through a multi-office team structure and incorporating client education programs.

Robert Armagno is a CFA® charterholder with 12 years of industry experience. He is currently with Lineweaver Wealth Advisors and has previously worked at Glenmede Trust Company, LPL Financial, Stratos Wealth Partners, and Ancora Securities Inc. Lineweaver Wealth Advisors is an SEC-registered firm that provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $908 million in client assets and uses a combination of modern portfolio theory, fundamental analysis, and technical techniques to construct and monitor client portfolios.

Lisa Lime is a financial advisor with Lineweaver Wealth Advisors in Valley View, OH, holding Series 63 and Series 66 licenses and having 22 years of industry experience. Her prior work includes roles at Triad Advisors and UBS Financial Services. Lineweaver Wealth Advisors is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and retirement plan advisory. The firm manages approximately $908 million in assets, uses a variety of investment methods, and delivers services through a multi-office team structure supporting a large client base.

Jacob Cogley is a financial advisor at Lineweaver Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors, Hunter Associates, and Flyer Enterprises. Lineweaver Wealth Advisors is an SEC-registered firm that provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, and business entities. The firm manages approximately $908 million in client assets and employs a team-based approach with multiple offices and delegated managers.

Ryan Sowards is a financial advisor at Lineweaver Wealth Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, and Wells Fargo Clearing Service. Sowards is also involved in providing fixed insurance advice. Lineweaver Wealth Advisors is an SEC-registered firm that offers discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $908 million in client assets and employs a mix of investment methods while providing client education through seminars and workshops.