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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.

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 North Olmsted 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 ®

Lead 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.
 

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.

 

Tracy Kindall

Operations Manager

Tracy has been an integral part of Fidato Wealth since 2011. She has over 27 years of experience in the financial services industry which includes a combination of investment management, financial planning and lending services.

Tracy began her career in financial services while attending The University of Akron, and since then has held various positions including Client Services Manager, Branch Administrator, Quality Assurance and Audit Specialist.

In Tracy’s role as Operations Manager, she oversees and administers the heartbeat of the operation, which includes ensuring that new clients are on-boarded successfully, as well as servicing the needs of existing clients.

Tracy also plays a key role in overseeing quality control measures that are important for all the stages of a client’s financial lifecycle and needs. Tracy’s professionalism, extensive experience, as well as the high importance she places on her clients, coworkers and family, are qualities that make Tracy a valuable member of our leadership team.

Tracy was born and raised in Medina, Ohio, where she currently lives with her husband and two children. Family is very important to Tracy and she enjoys cheering on her daughter who plays High school tennis and traveling to watch her son play college baseball.

 

Lindsay Fiore

Operations Supervisor

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, and most recently in 2021 has been promoted to and serves as Operations Supervisor. As Operations Supervisor, she focuses on both onboarding new clients, servicing current clients, as well as internal day to day operations. 

Lindsay’s role with Operations is to ensure all processes and service of care across the company go above and beyond our client’s expectations.  She also assists as a main point of contact for Brian Eberhardt’s clients.

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 attention to detail and ease in establishing trust and rapport with Fidato’s clients is second to none.  Her friendly, upbeat personality is evident to all clients and wealth planning professionals she interacts with!

Lindsay lives in Cleveland, 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.

 

Melissa Latimer

Client Service Specialist

In Melissa’s role as Client Service Specialist, she is the main point of contact for Marissa Beyer’s clients. She is responsible for preparing account documentation, managing meeting notes and action items, scheduling client meetings and providing support the firm’s clients and team of advisors.
 
When Melissa joined Fidato Wealth, she brought with her over 20 years of experience working for both local as well as national firms in the financial industry. Of upmost importance to Melissa is ensuring that our clients know that they are our top priority, and this can be felt by her patient and diligent interactions with everyone she meets!

Melissa grew up in the Greater Cleveland area and graduated from Baldwin Wallace College. She currently lives in Parma with her husband, Jim, and their newly adopted puppy, Toby.

 

In addition to the joy Melissa gets out of watching Toby grow, she enjoys spending free time with family and friends, and is frequently involved in a craft or project in her home.

Tiffany Bryant

Client Service Specialist

In Tiffany’s role as Client Service Specialist, she is a main contact for Brian Eberhardt’s 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.

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.

Brennan Thiergartner

Client Associate

Brennan was born and raised in Medina Ohio and graduated from the Financial Planning Program at the University of Akron. He strives to always make a positive impact on people’s lives. Brennan is an enthusiastic Brown’s fan, and he enjoys watching the games with his family. He also enjoys boating, jet skiing, and other water sports on Lake Erie during the summer.

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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