Wealth management
for meaningful impact.
"In everything we do, it's about strengthening families."
In The News
Who We Are
Optimizing your financial future and legacy.
Our purpose isn’t about numbers on a page; it’s about creating legacies, empowering lives, and a partnership that thrives, long into the future. At its core is a dedication to making every interaction deeply personal, refreshingly innovative, and profoundly meaningful. This is more than planning—it’s true transformation.
Tony D’Amico, CEPA®, CFP®
Founder, CEO
Tony is the CEO and Founder at Fidato Wealth. Tony has been working in the Financial Services industry since 1999. From his beginnings working for a 4.5 million dollar private company in the area of mergers and acquisitions, and being part of their transition to a public company of approximately 1⁄2 billion in revenue, to his experience as a top account executive for a division of AIG, Tony knew that he had a knack for understanding the core principles involved in creating successful financial outcomes.
Tony’s key areas of focus are leading the company’s initiatives and long-term strategy to accomplish the company’s mission: “To understand deeply, bring clarity, create peace of mind, and put the client first. Always.”
Tony also has developed the Wealth Management process and Investment Philosophy Fidato Wealth leverages to help its clients achieve their goals. He oversees Wealth Planning Strategies and Investment Strategies to ensure that Fidato’s Advisors remain on the cutting edge of delivering world class wealth management to their clients.
Tony’s understanding of the importance of a comprehensive approach to financial planning began due to his upbringing as a 1st generation American. His parents immigrated from Italy in search of a better life. When his father passed away he witnessed and assisted his own family trying to put the pieces together. His personal experiences fuels his passion, sincerity, and desire to help people achieve their life and legacy goals. This, coupled with his professional experience, culminated into Tony establishing his own wealth management and financial planning firm, Fidato Wealth.
Tony has met the rigorous experience, education, and ethical requirements to have earned the CERTIFIED FINANCIAL PLANNER ™ designation. He is also widely recognized in wealth management and has been quoted in The Wall Street Journal, CNBC, Barron’s, US News and World Report, WealthManagement.com, Financial Advisor Magazine, as well as featured on Fox 8’s “New Day Cleveland” and other national and local venues.
One of Tony’s cornerstone beliefs is that education, clarity, and strategy provides people with an opportunity to make the best decisions, which can then lead to optimizing your financial future and legacy. Tony is very involved in the community and with several organizations and provides education on Wealth Management for purpose driven families, corporations, highly compensated professionals, and provides leadership as a board member and volunteer for charitable organizations.
In his spare time, Tony enjoys outdoor activities such as boating, running, and bicycling along with listening to podcasts and audio books. Tony’s biggest joy, however, comes from spending time with his family. Tony, his wife Amy, and their son Anthony enjoy traveling together, outdoor hobbies, and sharing experiences with family and friends in Northeastern Ohio.
Amy D’Amico, CEPA®
Co-Founder, Chief Finance & People Officer
Amy is a Managing Partner at Fidato Wealth and has been with the organization since 2009, her key roles include overseeing Finance, Human Capital, and Fidato’s long term strategic objectives.
As the Community Liaison for Fidato Wealth, Amy leads the firm’s efforts to make a difference in their local communities through participation in programs designed to help children and families in need–both in Cuyahoga County, where their office is located, and in Medina County, where she resides.
Amy enjoys the family atmosphere she helped create at Fidato Wealth, as well as collaborating with and working alongside her husband, Tony. Outside of the office, she enjoys reading, exercising, cooking, and spending time as a family with her husband and their son, Anthony. Growing up in a family of classical musicians, Amy has spent much of her life involved in music and other creative endeavors. She now has the pleasure of passing that love of musical performance to her son as he learns to play the baritone.
Lindsay Fiore
Partner, Chief Operating Officer
Lindsay’s journey at Fidato Wealth is one of the firm’s defining stories. She joined Fidato in February 2018 in an entry-level front desk role and, through exceptional leadership, relentless work ethic, and an unwavering commitment to the team and clients she serves, grew into a Partner and the firm’s Chief Operating Officer — a natural and intentional step in her growth with the organization.
As COO, Lindsay has clear ownership of firm-wide operations, driving execution and accountability across the organization, enhancing systems, processes, and reporting, supporting team performance and development, and ensuring Fidato operates at a level consistent with its goals as it scales. Her sound judgment and deep commitment to both the team and clients have made her a cornerstone of Fidato’s ability to execute at the highest level.
Lindsay brings over a decade of leadership experience to her role, having previously served as General Manager of a privately held company for seven years before joining Fidato. Her initiative, attention to detail, and natural ability to build trust and rapport are second to none. She is known for her upbeat energy and commitment to delivering exceptional value to clients, while fostering a positive, team-oriented culture within the firm. She became a Partner in January 2023.
Outside of work, Lindsay leads an active and full life in Twinsburg, Ohio. A proud season ticket holder and enthusiastic supporter of all things Cleveland — especially the Browns — she stays busy with her fiancé, Jason, and her two stepchildren, Ayden and Monroe. Together, they spend their weekends immersed in youth sports and outdoor adventures. Lindsay enjoys traveling, attending live concerts, camping, and exploring new places, and rarely passes up an opportunity to be active in nature. The family also loves hiking, playing pickleball, kayaking, and making memories through shared experiences.
Their home is always full of energy — thanks not only to the kids, but also to a lively crew of pets that includes two dogs, a hedgehog, and a bearded dragon. Whether she’s adventuring outdoors or enjoying life at home, Lindsay brings enthusiasm, warmth, and a deep commitment to creating meaningful experiences in everything she does.
Marissa Beyer, CFP®
Partner, Director of Advisory
Brian Eberhardt
Partner, Director of Advisor Development & Success
Daniel Yergan, MSPFP, CFP®
Lead Wealth Advisor
Dan is a Lead Wealth Advisor at Fidato Wealth, where he specializes in providing exceptional advisory services to both existing and prospective high-net-worth clients. Through collaboration with the Fidato Wealth advisory team, Dan is responsible for ensuring that clients progress with their individualized wealth planning goals and are connected with a professional network of attorneys, accountants, and other specialists to help advance their wealth plan.
Dan was born and raised in Youngstown, Ohio and graduated from Youngstown State University with a bachelor’s degree in business administration. Upon graduation, he earned his CERTIFIED FINANCIAL PLANNER™ marks and continued on to obtain a master’s degree in personal financial planning from Kansas State University. He earned additional graduate certificates in financial therapy and advanced financial planning along the way. Prior to his time at Fidato Wealth, Dan served as a back-office financial planner for advisory firms across the country.
Dan resides in Youngstown, Ohio with his wife and their two daughters. He lives to put God and his family first. He and Alisha lead worship at their local church and enjoy adventuring to local parks, distant beaches, and small-town coffee shops.
Brennan Thiergartner, CFP®
Business Intelligence Lead, Wealth Advisor
Glenda Wilder
Lead Client Service Specialist
Emily Mathews
Client Service Specialist
Emily Mathews is a dedicated Client Service Specialist at Fidato Wealth. With her background as a supervisor leading a team of 10, Emily brings a versatile skill set to our team – which includes administrative expertise, overseeing trends to determine process improvements, excellent customer service and ensuring accuracy. Her professional journey reflects a commitment to excellence and a diverse range of skills.
Born in Ohio and raised in Washington state, Emily made the journey back to her roots to reconnect with family and pursue her post-secondary education. She currently resides in Berea, Ohio and is a loving mother to one daughter who is the light of her life! In addition, Emily shares her home with two cats and one dog! She spends her leisure time crafting culinary delights for her family, and expressing herself through various forms of art, including drawing, painting, and poetry.
Described by those who know her as realistic, empathetic, and good-natured, we know you will find Emily all of the above as well as willing to go that extra mile to assist and support our clients.
Insights
Barrons
Tony D’Amico Quoted in Barron’s: Teach Your Kids to Preserve Family Wealth, Not Squander It
Charitable Giving
Marissa Beyer quoted in Comparison Adviser: Charitable Giving: Role in a Financial Plan
The Wall Street Journal
Tony D'Amico featured in The Wall Street Journal: Financial Planning Amid Signs of a Client’s Dementia
Our Experience
Your wealth deserves the expertise to make it thrive for generations.
Holistic wealth planning isn’t one-size-fits-all. Let us tailor our seamless and powerful solutions to your unique needs to make sure you reach every goal you have for your financial future. This is a future built on a foundation of a deep partnership with our team, financial expertise, and a commitment to doing what we say we’re going to do, when we say we’re going to do it. This is about creating a life that’s exceptional, meaningful, and uniquely yours.
The Boutique Advantage with Fidato Wealth
Our Process
Each step lays the foundation for bringing your journey into focus.
Our Consultative Process is built around you—your goals, your vision, and your future. Every plan we create is as unique as the life you’ve imagined, designed to reflect your priorities and aspirations.
Having a guide with a plan is extremely valuable in ensuring your life’s work is honored with the same, deliberate work it took you to accomplish it.
Our Focus
Our advanced wealth management capabilities make sure no detail of your future is overlooked.
Our comprehensive approach is designed to help you with every stage of your financial journey. Our team of experts have years of experience turning complex challenges into clear, actionable solutions. With our deep expertise, we aim to not just meet goals, but exceed them with precision and purpose.
We specialize in guiding a diverse group of clients, including Family Stewards, Purpose-Driven Families, Multigenerational Wealth Builders, Purpose-Led Business Owners, and Women Wealth Builders. Each journey is unique — our process is built to honor that.
Wherever you are, we bring clarity, strategy, and stewardship to the wealth that shapes your life.
Resources
Elevate your financial knowledge with expertly- curated resources.
Videos
Watch helpful videos about financial planning, the economy, or who we are as an organization.
Articles
Read articles from major publications that our advisors have been quoted or featured in about various financial topics.
In Person and Webinar Educational Sessions
Attend in person educational classes hosted by one of our experienced advisors to take your wealth planning to the next level.
Monthly Wealth Management Report
Read insights on Wealth Planning from our Founder & CEO Tony D'Amico to grow your knowledge.