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Tony D’Amico of Fidato Wealth on NAPFA Playbook Series

Tony D’Amico participated on a panel of advisors who addressed the National Association of Personal Financial Advisors (NAPFA) on the topic of good client communications.
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Fidato Wealth Welcomes Marissa Beyer, CFP®, to the Team

Fidato Wealth has added an experienced financial advisor, Marissa Beyer, CFP® to the team. Fidato Wealth is providing an array of helpful materials on their freshly renewed
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Fidato Wealth Recognized by Financial Advisor Magazine as a Top Investment Advisor

Fidato Wealth, an Ohio Registered Investment Advisor, has been named to Financial Advisor magazine’s 2020 Top RIA Rankings. Founded by CEO Tony D’Amico, CFP®, Fidato
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‘It’s the Ultimate Reset’: How Lockdown Can Improve UK and US Financial Planning

In the third and final part of their US and UK financial planning discussion, “‘It’s the ultimate reset’: How lockdown can improve UK and US
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US and UK Advisors Find Reasons for Optimism Amid the Crisis

In part two of our transatlantic discussion, “US and UK advisors find reasons for optimism amid the crisis,” CityWire podcast looks at how financial planners
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Transatlantic Leaders: Watch Our Cover Stars Share Tips with Us IFAS

In this first podcast in a series of three titled, “Transatlantic leaders: watch our cover stars share tips with US IFAs,” hosted by Ian Horne
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Fox8 Cleveland Interviewed Tony D’amico of Fidato Wealth on the Cares Act

Tony D’Amico, CFP®, Founder and Managing Partner of Fidato Wealth, joins Fox 8 News Cleveland’s Natalie Herbick on a Facebook Live stream to discuss the
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Some RIAs Vow To Keep All Staff In Place

A number of registered investment advisory firms—including some well-know billion-dollar shops—are vowing to hold on to all of their talent as the coronavirus challenge continues
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Fidato Wealth Announces Two-Night Retirement Planning Course

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
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Holiday Supply Drive Led By Fidato Wealth To Benefit ‘Shoes And Clothes For Kids’ Of Northeast Ohio Ends On Friday

Fidato Wealth, an independently owned and operated fiduciary financial advisory firm announced their annual “Fidato Wealth Holiday Supply Drive” which will benefit “Shoes and Clothes
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Fidato Wealth Advisors Selected For Leadership Medina County’s ‘Signature Class’

Tony D’Amico, CFP® CEO and Amy D’Amico, President of Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located in Middleburg Heights, Ohio, were both selected for
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Church Group Comes to The Rescue And So Can You: Whit & Whimsey

Leadership Medina County has proudly announced this year’s class of 2020, the 29th class to go through the program. The Signature Class is a nine-month
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Fidato Wealth Announces Up-Coming Retirement Planning Course, Offered Through Highland Community Education

Fidato Wealth announced a continuing education course, scheduled to begin later this month. The two-session course, titled Retirement Planning Today®, will be held at Highland
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Fidato Wealth Announces Christmas in July Supply Drive with Local Cleveland Charity ‘Shoes and Clothes for Kids’

After teaming up with “Shoes and Clothes for Kids” (SC4K) at Christmastime, Fidato Wealth felt moved once more to sponsor the charity with a Christmas
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Financial Advisor Magazine 2019 Ria Survey & Ranking Issue

For the third year in a row, Fidato Wealth has been recognized as a Top Advisor by the respected financial services industry magazine, Financial Advisor.
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What’s The Future Of Investing? 17 Experts Share Their Insights

Tony D’Amico, CFP was quoted as industry expert in Sam Mire’s piece on “What’s The Future Of Investing? 17 Experts Share Their Insights” in Disruptor
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New SEC Rule Heightens Broker Responsibilities to Investors

Tony D’Amico, Fidato Wealth, quoted in “New SEC Rule Heightens Broker Responsibilities to Investors” in The Wall Street Journal article by Dave Michaels.
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Do Annuities And 401(k) Plans Mix?

Tony D’Amico was quoted in Ben Mattlin’s article, Do Annuities And 401(k) Plans Mix? in Financial Advisor Magazine. Tony D’Amico, CEO and senior wealth advisor
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Nonprofits Benefit Most from Corporate, Individual Gift Giving this Time of Year

In Nonprofits benefit most from corporate, individual gift giving this time of year, Fidato Wealth is encouraging members of the community to join staff and
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Fidato Wealth and Shoes and Clothes for Kids Teaming Up to Raise Self-Esteem in Local Area School Children

Fidato Wealth and Shoes and Clothes for Kids Teaming Up to Raise Self-Esteem in Local Area School Children, Fidato Wealth announces that their firm will
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Fidato Wealth Recognized for Second Year in a Row in Financial Advisor Magazine

Fidato Wealth, a Middleburg Heights, Ohio Registered Investment Advisor, has been named to Financial Advisor magazine’s Top RIA Rankings for the second year in a row. The 2018 list was
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This Famously Tricky Investment Product Just Got Easier to Sell. Here’s What to Watch Out For.

Sales of fixed indexed annuities hit a record $17.6 billion in the second quarter of this year, 17% higher than second quarter 2016 and 21%
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Ohio-Based Financial Services Firm Fidato Wealth Relocates to Middleburg Heights

In “Ohio-Based Financial Services Firm Fidato Wealth Relocates to Middleburg Heights,” Tony D’Amico, CFP® Fidao Wealth, announces the firm’s move to Middleburg Heights and the
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Fidato Wealth Moves to Middleburg Heights

“Fidato Wealth moves to Middleburg Heights” was announced in Crain’s Cleveland Business.
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Fee Pressure Driving Asset Managers into Wealth Management

Tony D’Amico, CFP ® Fidato Wealth was quoted in “Fee pressure driving asset managers into wealth management” in InvestmentNews by journalist Jeff Benjamin.
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Separate Finances Can Be a Lot Trickier for Couples in Retirement

Tony D’Amico, CFP® Fidao Wealth in Strongsville, OH was quoted in The Wall Street Journal article, Separate Finances Can Be a Lot Trickier for Couples
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What To Do With So Much Optimism?

Investors’ confidence in their ability to fund their retirement is up dramatically this past year, but it may be a misplaced confidence, says financial advisor
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Strongsville Certified Financial Planner Offers Five Tips for Financial Literacy Month

Tony D’Amico, CFP®, CEO, Fidato Wealth, questions getting life insurance for the elderly in Retirement: How to preserve it while helping your parents by Amy
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Retirement: How to Preserve it While Helping your Parents

Tony D’Amico, CFP®, CEO, Fidato Wealth, questions getting life insurance for the elderly in Retirement: How to preserve it while helping your parents by Amy
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Advisors Learn Lasting Lessons From Their Favorite Business Books

In Advisors Learn Lasting Lessons From Their Favorite Business Books by Morey Stettner in Investor’s Business Daily, Tony D’Amico of Fidato Wealth, recommends his clients
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The Big Mistake You’re Making With Your HSA

Rebecca Lake at US News & World Report writes in The Big Mistake You’re Making With Your HSA that one thing people often don’t realize
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Strongsville Financial Planning Firm is Helping Families in Need this Holiday Season: Strong Points

Fidato Wealth CEO, Tony D’Amico, CFP®, is profiled by Shirley MacFarland at Cleveland.com on his good works in this article, Strongsville financial planning firm is
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Use a Positive Client Experience as a Model

In Use a Positive Client Experience as a Model, Tony D’Amico, CFP®, Fidato Wealth, recounts using a couple’s smart decisions about estate planning as inspiration
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Fidato Wealth and Adopt-a-Family Teaming Up for the Fourth Year in a Row to Spread Christmas Cheer

For the fourth year in a row, Fidato Wealth announced their involvement with the “Adopt-a-Family for Christmas” program, joining with clients and friends to collect
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Ohio-Based Fidato Wealth Expands Staff to Stay Ahead of Growth and Proactively Serve Client Needs

In Ohio-Based Fidato Wealth Expands Staff to Stay Ahead of Growth and Proactively Serve Client Needs, Fidato Wealth, a Strongsville, Ohio-based Registered Investment Advisor and
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Holistic Tech

For Tony D’Amico, profiled in “Holistic Tech” in insurancenewsnet Magazine, technology and fiduciary duty go together at his aptly named firm, Fidato. The seven-person registered
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What Is Funeral Insurance and Do You Need It?

Tony D’Amico, CEO Fidato Wealth, tells RothIRA.com that you’re often better off saving for final expenses rather than paying for a policy to cover them
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5 Ways Small Business Owners Can Start Preparing for Retirement

In 5 Ways Small Business Owners Can Start Preparing for Retirement, Tony D’Amico, CEO and senior wealth advisor at Fidato Wealth, recommends forming a network of
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Tapping Retirement Funds for Tuition Is a Terrible Idea

In Tapping Retirement Funds for Tuition Is a Terrible Idea, Coryanne Hicks quotes Tony D’Amico, CFP® Fidato Wealth on missing growth of tax-free compound interest
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Is the Money Yours, Mine or Ours? Combining Finances in Later Life Can Result in Some Knotty Tangles

Fidato Wealth CEO, Tony D’Amico, CFP®, is quoted in this article by Anne Field for AARP, entitled, “Is the Money Yours, Mine or Ours? Combining
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The Awful Consequences of Non-Fiduciary Advice

Tony D’Amico provided comments to journalist Bob Veres for his article on The Awful Consequences of Non-Fiduciary Advice. In the September issue of Inside Information,
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Teaching People How to Invest is One of the Best Marketing Moves an Adviser Can Make

Tony D’Amico, CEO of Strongsville, Ohio-based Fidato Wealth, tells MarketWatch in “Teaching people how to invest is one of the best marketing moves an adviser can
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Ohio-Based Fidato Wealth Recognized as Top Investment Advisor With Over 53 Percent Growth Rate

With over 53% growth rate, Fidato Wealth, a Strongsville, Ohio Registered Investment Advisor, has been named to Financial Advisor Magazine’s 2017 Top RIA Rankings. Founded
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Should Retirees Have Life Insurance?

Tony D’Amico, CFP®, CEO of Fidato Wealth in Strongsville, OH is quoted in this article in The Wall Street Journal, “Should Retirees Have Life Insurance?”
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The Fiduciary Rule Goes Live at Long Last

Tony D’Amico, CFP®, CEO of Fidato Wealth in Strongsville, OH is quoted in “The Fiduciary Rule Goes Live at Long Last” in Barron’s. Tony cautions
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On Becoming an Elite Advisor: Insights from Tony D’Amico of Fidato Wealth

In this profile, Tony D’Amico, CFP®, CEO of Fidato Wealth is interviewed by Marie Swift, a nationally-recognized consultant who’s worked with some of the top
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Out Of Boredom Or A Need For Cash, Retirees Want To Go Back To Work

CEO Tony D’Amico is quoted in this article by Lawrence Carrel at Investor’s Business Daily on retiring early, Out Of Boredom Or A Need For
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Insurance Demystified: Answers to Top 10 Insurance Faqs

When you’re on the fence about whether to get life insurance, consider who would be impacted financially if you were to pass away, suggests Tony
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How to Revamp Your Retirement Strategy When Changing Jobs

Tony D’Amico, CFP®, CEO of The Fidato Group in Strongsville, OH is quoted in “How to Revamp Your Retirement Strategy When Changing Jobs,” an article
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5 Ways the Smart Investor Outwits the 24-Hour Media Blitz

Tony D’Amico, CFP® of Fidato Wealth in Strongsville, OH was quoted in this article by Lou Carlozo titled, 5 Ways the Smart Investor Outwits the
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Join the Fidato Group and Adopt-a-Family for Christmas This Year

For the third year in a row, The Fidato Group announced its participation in the “Adopt-a-Family for Christmas” program and is teaming up with clients
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The Fidato Group Exceeds Industry Benchmarks for Growth and Client Retention

Tony D’Amico, CFP®, CEO and Lead Advisor of The Fidato Group in Strongsville, OH, is recognized for his efforts in “The Fidato Group Exceeds Industry
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Real Estate Adds Diversification, but How Should you Invest?

Tony D’Amico is quoted on real estate investing in this article, “Real estate adds diversification, but how should you invest?” by Ilana Polyak of CNBC.com.
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