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About Us

our mission

To understand deeply, bring clarity, create peace of mind,
and put the client first. Always.

Our Pledge

You want to achieve the greatest degree of financial freedom possible. Our job is to partner with you, evaluate your entire financial situation, and help you get there.

Fidato Wealth provides comprehensive financial planning and wealth management for successful families, individuals, and business owners. Every recommendation we offer is the same financial strategy we would implement ourselves. You can rest assured that your financial plan will be thorough, unbiased, and reliable.

We are a fiduciary firm and pledge to act in our client's best interests at all times. We work every day to use our expertise to create a positive difference in our clients’ lives. When you partner with Fidato Wealth, you’ll experience smart, custom solutions to help you lead your life and optimize your future.

OUR VALUES & Culture

Our Commitment is Rooted in Our Core Principles:​

1. Integrity

We consider the trust our clients place in us a very special responsibility, and maintaining our client’s trust comes first.

2. Loyalty

We are 100% dedicated to serving the families and business owners we partner with. Their goals become our own as we advocate for them throughout their life.

3. Authenticity

We follow the same principles that we recommend to our clients. That being said, we only recommend strategies that we have implemented ourselves, or would implement if we were in the same circumstances.

4. Best Practices

We relentlessly pursue leading edge solutions, evidence-based strategies, and ongoing learning.

5. Education

We provide our clients specific and thorough knowledge, so they have the information to facilitate their most optimal financial life decisions.

6. Proactivity

We work with our clients to anticipate their future planning needs so they can be prepared ahead of time, create the action plans necessary, and keep everyone accountable to ensure progress in achieving their goals.

7. Partnership

We aim to deeply understand what is important to our clients, understand their goals, values, and important relationships, while collaborating with them to help them achieve their best financial life.

OUR VALUES

In everything we do, it’s about strengthening families and helping people live their best life.

Our Commitment is Rooted in Our Core Principles:

1

integrity

We consider the trust our clients place in us a very special responsibility, and maintaining our client’s trust comes first.

2

Loyalty

We are 100% dedicated to serving the families and business owners we partner with. Their goals become our own as we advocate for them throughout their life.

3

Authenticity

We follow the same principles that we recommend to our clients. That being said, we only recommend strategies that we have implemented ourselves, or would implement if we were in the same circumstances.

4

Best Practices

We relentlessly pursue leading edge solutions, evidence-based strategies, and ongoing learning.

5

Education

We provide our clients specific and thorough knowledge, so they have the information to facilitate their most optimal financial life decisions.

6

Proactivity

We work with our clients to anticipate their future planning needs so they can be prepared ahead of time, create the action plans necessary, and keep everyone accountable to ensure progress in achieving their goals.

7

Partnership

We aim to deeply understand what is important to our clients, understand their goals, values, and important relationships, while collaborating with them to help them achieve their best financial life.

Our Team

Our leadership team has extensive experience, which we bring to the table every time we meet with you. We are dedicated to making a positive difference in our clients’ lives by helping our clients achieve the financial planning outcomes they desire.

Tony D’Amico, CFP ®

Founder & Managing Partner

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 ½ 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 principals involved in creating successful financial outcomes.

Tony’s understanding of the importance of a comprehensive approach to financial planning was further developed when his father passed away and he witnessed and assisted his own family trying to put the pieces together. His personal experiences fueled 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, WealthManagement.com, Financial Advisor Magazine, AARP, 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 provides people with an opportunity to make more informed decisions which can then lead to improved financial well-being.  He teaches a Retirement Planning class for a local college and hosts a podcast entitled “Wealth and Life”, which covers the latest in comprehensive retirement planning, planning for business owners and family wealth management. Also, Tony has been asked to speak at employee and staff development events at local companies and conducts executive benefit education for corporations.

In his spare time, Tony enjoys outdoor activities such as golf, running and bicycling. He enjoys listening to podcasts and is an avid reader. However, Tony’s biggest joy comes from spending time with his family. Tony, his wife Amy, and their son Anthony enjoy traveling together, outdoor hobbies and being close to family and friends in Northeastern Ohio.

Amy D’Amico

President & Managing Partner

Amy was raised in Northeast Ohio. She completed an undergraduate degree in Psychology from The University of Dayton in 1991, and continued her education by earning a Master’s Degree in Therapy from Ursuline College.

In 2008, Amy became aware of the widespread need for comprehensive financial guidance and decided to make a career change. She received her Series 65 Fiduciary Investment Advisor designation and now uses her skills of listening, empathy, and understanding to help clients in need of a thoughtfully designed financial life plan.

In Amy’s current role as President and Managing Partner, she is a leading voice during the process of working with new clients, as well as a problem solver with existing clients where there is complexity or challenging scenarios. Amy firmly believes that her background in psychology provides an ideal foundation for her work as a Financial Advisor.

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.

 

Brian Eberhardt

Lead Wealth Advisor

For over 12 years, Brian as been passionate and dedicated to helping individuals and families achieve the greatest degree of reliability in accomplishing their life and legacy goals.

In his role as Lead Wealth Advisor, Brian displays his attention to detail as he develops and fine-tunes his client’s comprehensive financial plan, and ensures all advanced planning needs are addressed and monitored.

Brian was born and raised in Northeast Ohio and graduated from Cleveland State University with a Bachelor’s degree in Finance. Prior to working at Fidato Wealth, Brian served as Senior Advisor Operations Analyst for PNC Capital Advisors where he concentrated in the areas of Financial Counseling and Accounting.

From 2003 to 2011, Brian had the honor of serving in the United States Army in both active duty and reserve roles. During his service, Brian has been on multiple deployments with tours in Kosovo, Iraq and Kuwait.

Brian, and his wife Lynsey, currently reside in Strongsville with their three children, Owen, Avery and Cameron. He is a Cleveland sports enthusiast and enjoys golfing, playing basketball, reading and spending time with family and friends.

Brian brings experience and a track record of dependability. He takes great pleasure in his role with Fidato Wealth and strives to make a positive difference in his client’s lives.

 

Marissa Beyer, CFP ®

Senior Wealth Advisor

Marissa is a CERTIFIED FINANCIAL PLANNER™ Professional, and brings over 15 years of advisory experience in the area of retirement planning and wealth management. She truly enjoys helping people and describes herself as “trustworthy, attentive, patient, and proficient” when it comes to working with her clients and partnering with them to accomplish their goals.
 
Marissa Beyer,

Before joining Fidato Wealth, Marissa was a financial planner and wealth advisor at fiduciary based firm where she provided comprehensive wealth planning to her clients and coordinated with outside professionals to address estate, insurance, and tax needs. She believes strongly in comprehensive planning and in fiduciary principals which makes Marissa an easy fit with Fidato Wealth’s philosophy.

Marissa grew up in Parma, Ohio in a very energetic and loving Italian family. She graduated from Edinboro University of Pennsylvania, where she received her B.S. in Financial Planning. 

Currently, Marissa serves as President on the Board of the Northeast Ohio Chapter of the Financial Planning Association.

Marissa resides in Brecksville, Ohio with her husband Joseph, and their two children Giavonna and Leonardo. She enjoys exercising, hiking with her husband and children and spending time with her family and close friends.

 

Lindsay Fiore

Lindsay Fiore

Operations Manager

Lindsay joined Fidato Wealth in February of 2018 as a Client Service Specialist. Since then, she has continued to grow and take on more responsibilities and was promoted to Lead Client Specialist in 2019, Operations Supervisor in 2020, and most recently in November 2021 promoted to Operations Manager. As Operations Manager, she focuses on managing day to day operations and leading the client service team.

Lindsay’s role is to ensure all processes and services across the company go above and beyond our client’s expectations.

Before her time at Fidato Wealth, Lindsay attended Ohio University and later worked her way up to the position of General Manager of a family-owned business. Lindsay’s initiative, attention to detail, positivity, and ease in establishing trust and rapport is second to none. Her friendly, upbeat personality is evident to all clients and team members she interacts with!

Lindsay lives in Twinsburg, Ohio, and enjoys all things Cleveland! She is a proud Cleveland Browns season ticket holder- Go Browns! She enjoys spending time with her family, traveling, going to concerts, and many outdoor activities such as hiking and kayaking.

Tiffany Elswick

LEAD CLIENT SERVICE SPECIALIST

In Tiffany’s role as Lead Client Service Specialist, she is the main contact for her assigned clients. She is responsible for preparing account documentation, managing meeting notes and action items, scheduling client meetings and providing support for the firm’s clients and team of advisors. As a team lead, Tiffany also supports and guides the Client Service team.

Tiffany Bryant

Tiffany joined Fidato Wealth in 2021, bringing with her 20 years of experience working in the wealth planning and life insurance industry.

Tiffany’s positive personality is infectious, and her client-first attitude makes her a perfect fit at Fidato. Helping others is very important to Tiffany, as demonstrated in her work at Fidato and volunteering in her personal life as well.

Tiffany grew up in Seville, Ohio where she currently resides with her cat, Cuddles. She enjoys indoor and outdoor roller skating and is passionate about time with her family.

Kimberly Carr

Client Service Specialist

Kim joined Fidato Wealth in September 2021. In Kim’s role as a Client Service Specialist, she oversees the servicing of our clients’ needs. This entails scheduling meetings and working side by side with the wealth advisors in preparing for their meetings with clients. She enjoys being the main contact for her clients and helping them with any issues that may come her way.

Kim loves the client service role because you get to know the clients so well and loves the interaction that you have with them. She loves to make people laugh and tries not to take herself to seriously and strives to make sure the clients have a great experience at Fidato.

Before joining Fidato Kim worked at a wealth management firm for 5+ years as a Client Service Associate. Prior to that she was lucky enough to be a stay-at-home Mom for fifteen years before she decided to join the work force again. During her time at home, she returned to college and graduated from Cleveland State University in 2014. 

Kim currently resides in Olmsted Falls, Ohio with her husband Sean and their four kids, Brianna, Shannon, Keira, and Shane. She stays busy visiting Brianna at Ohio State and Shannon at John Carroll University. Her twins are juniors in high school, and they keep her busy with all their sporting activities at school. She loves to travel with her family and makes it a priority to do so as much as possible.

Glenda Wilder

Client Service Specialist

Glenda joined Fidato Wealth in September of 2021, bringing 20 + years of experience in the Financial Services industry. In Glenda’s role as a Client Service Specialist, she partners with the wealth advisors to ensure that each client’s needs and best interests are being met proactively. Glenda displays accuracy and attention-to-detail as she prepares account documentation and  assists clients with their service needs. She strives to ensure her clients and peers feel as important as they really are!

Around the office, Glenda upholds a positive attitude and can be counted on to bake something delicious for co-workers’ birthdays and when celebrating company milestones.

Glenda resides in Parma, Ohio with her dog Daisy. She loves time spent with her family, especially with her daughter Jessica and her two beautiful grandchildren. Glenda greatly enjoys fitness and has been a Zumba instructor for over 10 years.

Brennan Thiergartner

Brennan Thiergartner

Financial Planning Associate

Brennan graduated from the Financial Planning Program at the University of Akron and has swiftly grown from his position as an intern at Fidato Wealth to his current title of “Planning Associate.”

As a Planning Associate, Brennan assists the wealth advisors by handling the behind-the-scenes analysis and coordination of financial planning tasks for clients. He is the point of contact for many clients and outside professionals working with Fidato Wealth. He recently received his Series 65 Fiduciary Investment Advisor designation and is on track to take the CFP exam in the near future. 

Brennan strives to always make a positive impact on people’s lives. Around the office, he is quick to offer assistance and can be counted on to share a good joke or two during a staff meeting!

OUR CONSULTATIVE PROCESS

We provide complimentary consultations to learn about what is important to you, determine how you are currently positioned, and identify if there are any gaps. You also will learn how we work with our clients. After our consultative meetings, one of three things will happen:

1. We may determine that you are in good shape, that no changes are needed and advise you to maintain your existing plan.

2. We may determine that although some changes could improve your situation, we are not the right fit for you. If this occurs, we would offer to introduce you to the services of another fiduciary financial planning firm that is more aligned to your needs.

3. Lastly, we both may determine that working together will be a mutually rewarding relationship, and we will invite to you to be part of our family of clients.

Either way, we aim to provide a valuable consultative experience!

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