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  • About Us
    • Our Mission
    • Our Pledge
    • Our Team
    • Values & Culture
  • Our Focus
    • Comprehensive Retirement Planning
    • Family Wealth Management
    • Wealth Planning for Executives
    • Value Acceleration & Business Transition
    • New Client Requirements
  • Experience
  • Learning Center
    • Retirement Planning Classes
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Author: Impact Team

Fidato Wealth Announces New Managing Director and Financial Advisors

In this news release, we officially announce new team members Eric Pucek and Dan Yergan, plus the news about making Financial Advisor Magazine’s 2023 Top RIA Rankings.

FIDATO WEALTH RECOGNIZED BY FINANCIAL ADVISOR MAGAZINE AS A 2023 TOP INVESTMENT ADVISOR

Fidato Wealth, an Ohio Registered Investment Advisor, has been named to Financial Advisor Magazine’s 2023 Top RIA Rankings – ranked every year since 2017

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Fidato Wealth LLC is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Fidato Wealth LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fidato Wealth LLC unless a client service agreement is in place with you. Please see additional important disclosures by clicking here.

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