Three Senior Team Members Named Partners at Fidato Wealth
In this news release, we officially announced Brian Eberhardt, Lindsay Fiore, and Marissa Beyer as Partners at Fidato Wealth, as well as shared more details
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
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
Three Senior Team Members Named Partners at Fidato Wealth
In this news release, we officially announced Brian Eberhardt, Lindsay Fiore, and Marissa Beyer as Partners at Fidato Wealth, as well as shared more details
Why Advisors Are Rethinking The 4% Rule
In this article from Financial Advisor Magazine, “Why Advisors Are Rethinking The 4% Rule,” Marissa Beyer of Fidato Wealth asks, “What happens if the stock
Fidato Wealth Announces Two-Night Retirement Planning Course
To further their commitment to provide objective financial education to Northeast Ohio area residents, Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located
5 Ways Advisors Can Team Up With Estate Planners
Clients often have complex estate planning needs that go behind a financial advisor’s expertise. That’s why some advisors are teaming up with estate planning experts
Pivoting to High-Net-Worth Clients Is No Easy Task
Lots of advisors want to reposition their firm to work with high-net-worth clients or even start a new one aimed at households with deeper pockets,
Fidato Wealth Thanks Northeast Ohio Residents for their Donations to Shoes and Clothes for Kids Charity
Fidato Wealth, an independent, fee-based financial advisory firm providing comprehensive financial planning and wealth management for successful families, individuals and professionals, once again teamed up
Fidato Wealth Announces Interactive Retirement Planning Course with Classes Offered Both Online and In person
To further their commitment to provide objective financial education to Northeast Ohio area residents, Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located
Fidato Wealth Announces Retirement Planning Today® Virtual Interactive Course
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
Fidato Wealth Asks Cleveland-Area Residents and Interested Others to Support Shoes and Clothes for Kids Charity Donations
Fidato Wealth, an independent, fee-based financial advisory firm that provides comprehensive financial planning and wealth management for successful families, individuals and professionals, is once again
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.
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
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
‘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
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
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
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
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
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
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
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
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
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
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
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.
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
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.
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
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
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
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
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%
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
Fidato Wealth Moves to Middleburg Heights
“Fidato Wealth moves to Middleburg Heights” was announced in Crain’s Cleveland Business.
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.
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
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
Strongsville Certified Financial Planner Offers Five Tips for Financial Literacy Month
April is Financial Literacy Month and, at the same time, most Americans have just filed their taxes or at least filed extensions. Many are going
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
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
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
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
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
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
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
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
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
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
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
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
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