Being an Executor: What to Consider Before Saying Yes
At some point, you may be asked to serve as the executor of someone’s estate. If so, congratulations: That person clearly thinks highly of you. However, you might not want to say yes immediately. Being an executor is a task that comes with some serious responsibilities. Additionally, you could face some risks if you mismanage […]
Marissa Beyer quoted in Barron’s: Sending Your Kid to College This Fall? Here Are 8 Must-Know Financial Tips.
Marissa Beyer of Fidato Wealth was quoted in this Barron’s article sharing the best financial tips to set your college-bound kid up for success.
What Makes A Wealth Manager An Elite Wealth Manager? Probably Not What You Think
We find that the affluent want to work with the best professionals in all areas of their lives—especially when it comes to the areas of personal and (for entrepreneurs) business financial management. One type of advisor who has the potential to be extremely beneficial to your financial life is an elite wealth manager. As you […]
FIDATO WEALTH RECOGNIZED BY FINANCIAL ADVISOR MAGAZINE AS A 2025 TOP INVESTMENT ADVISOR
Fidato Wealth has yet again been named to Financial Advisor Magazine’s Top RIA Rankings, ranking #323 in the 2025 list of largest RIAs.
Brennan Thiergartner Quoted in Realtor.com: We Asked AI How Much Is Needed To Buy a First Home and Fact-Checked It With Financial Experts
Brennan Thiergartner weighs in on AI recommendations when it comes to the down payment amount on a home, closing costs, moving costs, emergency funds, and more.
It’s time to address the financial literacy problem. Here’s how
The percentage of American adults with strong financial literacy—the ability to understand various financial-related concepts and put them to use—has fallen to historically low levels in recent years. One example: Just 34 percent of adults showed high levels of financial literacy in 2018—down from 42 percent nine years earlier—based on a financial literacy test offered […]
Marissa Beyer Profiled in Authority Magazine: 5 Things for a Highly Successful Career as a Woman Financial Advisor
Marissa Beyer was interviewed for Authority Magazine, discussing five key things you need to create a highly successful career as a woman financial planner.
Avoiding Unpleasant Surprises-or-worse with your life insurance
Life insurance can potentially play an important, even prominent, role in your wealth planning efforts. But you’ve got to be careful when using life insurance. Because of the somewhat esoteric and obscure nature of some types of life insurance, it’s possible to buy the “wrong” life insurance policy for your needs—or implement life insurance-based wealth […]
Daniel Yergan Quoted in The Wall Street Journal: The Pros and Cons of Four Alternatives to ‘529’ Plans for College
Daniel Yergan discusses alternatives to 529 plans for college savings in The Wall Street Journal, namely taxable brokerage accounts.
Fidato Wealth Named to Crain’s Cleveland Business list of Largest Wealth Management Firms in Northeast Ohio
Fidato Wealth was named the 33rd largest wealth management firm in 2025 in Northeast Ohio by Crain’s Cleveland Business.