Category: Fidato Wealth

Fidato Wealth Introduces New Managing Director and Financial Advisors

11/1/2023

Fidato Wealth recently announced the addition of three professionals to the team:

Eric Pucek, Managing Director and Chief Compliance Officer (CCO)
Dave Flegal, CPA, CFP®, Lead Wealth Advisor
Dan Yergan, CFP®, Associate Wealth Advisor

“We’re very excited to have these three professionals join our growing team at Fidato Wealth,” says Tony D’Amico, CFP®, Founder and CEO of Fidato Wealth.

Three Senior Team Members Named Partners at Fidato Wealth

2/7/2023

Rewarding key contributors via strategies like profit sharing and providing long-term incentives is crucial as a company grows. To augment their dedicated support of the next generation of leaders, Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located in Middleburg Heights, Ohio, announced that effective January 1st, 2023, three senior team members – Brian Eberhardt, Lindsay Fiore, and Marissa Beyer – have become Partners in the firm. All three have purchased equity in Fidato Wealth and are now officially owners in the company.

Fidato Wealth Announces Interactive Retirement Planning Course with Classes Offered Both Online and In person

9/8/2021

To further their commitment to provide objective financial education to Northeast Ohio area residents, Fidato Wealth announced a continuing education course, scheduled to begin later this month. The interactive session, titled Retirement Planning Today®, will be taught over two nights, with sessions at both Highland Community Education and Lorain County Community College. Three different sessions being offered will allow participants to attend in person or online.

Fidato Wealth Announces Retirement Planning Today® Virtual Interactive Course

1/19/2021

As the unpredictability of the market in 2020 has shown, having a comprehensive wealth plan based upon a person’s values, goals, and resources that they can stick to during times of instability is paramount. To help educate Northeast Ohio area residents on creating a retirement plan, Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located in Middleburg Heights, announced an online continuing education course, titled Retirement Planning Today®, which is scheduled to begin later this month, with a second session in early February.

Fidato Wealth Asks Cleveland-Area Residents and Interested Others to Support Shoes and Clothes for Kids Charity Donations

12/8/2020

Fidato Wealth is once again teaming up with Shoes and Clothes for Kids (SC4K), a local charity who improves K-8 school attendance by eliminating lack of appropriate clothing, shoes and school supplies as barriers. Normally, the firm would serve as a drop off location for items like socks, winter hats and gloves to be distributed to local area school children this season. However, in this time of the pandemic, they’ve chosen to help support in a different way through a virtual collection drive.

Fidato Wealth Recognized by Financial Advisor Magazine as a Top Investment Advisor

9/17/2020

Fidato Wealth has been named to Financial Advisor magazine’s 2020 Top RIA Rankings. Founded by CEO Tony D’Amico, CFP®, Fidato Wealth is an independent, fee-based financial advisory firm that provides comprehensive financial planning and wealth management for successful families, individuals and professionals.

Fidato Wealth Announces Online Interactive Retirement Planning Course

6/11/2020

Throughout history, society has gone through pandemics, times of social unrest and stock market volatility, which create uncertainty in planning for the future. One thing remains true: having a comprehensive wealth plan based upon a person’s goals, values and best interests that they can stick to during times of instability is paramount. To help educate Northeast Ohio area residents on creating a retirement plan, Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located in Middleburg Heights, announced an online continuing education course, scheduled to begin later this month.

Fidato Wealth Announces Two-Night Retirement Planning Course

1/15/2020

According to a recent survey by the Employee Benefits Research Institute (EBRI), only 27% of retirees feel that they have done a good job of preparing for retirement.