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
Marissa Beyer was interviewed for Authority Magazine, discussing five key things you need to create a highly successful career as a woman financial planner.
Daniel Yergan discusses alternatives to 529 plans for college savings in The Wall Street Journal, namely taxable brokerage accounts.
Fidato Wealth was named the 33rd largest wealth management firm in 2025 in Northeast Ohio by Crain’s Cleveland Business.
Marissa Beyer was featured in Financial Planning Magazine, sharing the importance of creating a comprehensive financial plan to understand a client’s needs fully.
Tony D’Amico was featured in Barron’s, sharing four steps to help with a smooth transfer of wealth to the next generation.
Tony D’Amico in InvestmentNews, sharing how Fidato Wealth’s number one guiding principle of providing servant leadership provides opportunities to grow.
Charitable giving can be a fulfilling & satisfying way to use your money for good. Marissa Beyer explains how it fits into a financial plan.
Backdoor IRAs can be hard to unravel – Marissa Beyer breaks down the pros and cons in this article from Comparison Adviser.
Tony D’Amico was featured in Barron’s discussing critical financial steps to take when a family member is diagnosed with dementia.
