Fidato Wealth LLC

Brian Eberhardt is a financial advisor with Fidato Wealth LLC who holds a Series 65 designation and has 10 years of industry experience. He has been with Fidato Wealth since 2015. Fidato Wealth serves individuals, including high-net-worth clients, employer retirement plans, and trusts by providing asset management, ongoing financial planning, and retirement plan consulting. The firm employs a tailored investment approach that includes individual securities, mutual funds, ETFs, and private investments, utilizing fundamental, technical, and third-party manager analysis.

Marissa Beyer is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Fidato Wealth LLC since 2020. She previously worked at True Wealth Design, LLC from 2015 to 2020. Outside of her advisory role, she is a consultant for Norwex, a cleaning product business, primarily assisting friends and family with product inquiries. Fidato Wealth LLC serves individuals, including high-net-worth clients, employer retirement plans, and trusts by providing asset management, ongoing financial planning, and retirement plan consulting. The firm employs a tailored investment approach using third-party managers and conducts continuous portfolio supervision with quarterly reviews.

Brennan Thiergartner is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Fidato Wealth LLC, where he has worked since 2020. Prior to his financial advisory career, he held positions at Brookside Landscape Construction Services, The University of Akron, and Buckeye Local Schools. Fidato Wealth LLC serves individuals, including high-net-worth clients, employer retirement plans, and trusts by providing asset management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental, technical, and third-party manager analysis to tailor portfolios, which may include stocks, bonds, mutual funds, ETFs, and private investments.

Anthony D'amico is a CFP® professional with 16 years of industry experience, serving as owner and president of Fidato Wealth LLC since 2008. He holds a Series 65 license and is also a licensed insurance agent in Ohio, dedicating a portion of his time to fixed life insurance products as part of comprehensive financial planning. Fidato Wealth LLC is a team-based firm with six advisors. Fidato Wealth serves individuals, including high-net-worth clients, employer retirement plans, and trusts by providing asset management, ongoing financial planning, and retirement plan consulting. The firm employs a tailored investment approach using third-party managers and conducts continuous portfolio supervision with quarterly reviews.

Amy D’amico is a financial advisor at Fidato Wealth LLC with 13 years of industry experience. She holds a Series 65 designation and has been with Fidato Wealth since 2009. Fidato Wealth serves individuals, including high-net-worth clients, employer retirement plans, and trusts with asset management, financial planning, and retirement plan consulting. The firm uses third-party money managers and sub-advisors to implement tailored portfolios, which are continuously supervised and reviewed quarterly.

Eric Pucek is a financial advisor at Fidato Wealth LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Fidato Wealth since 2023, as well as Ativo Capital Management since 2014. Fidato Wealth serves individuals, including high-net-worth clients, employer retirement plans, and trusts by providing asset management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach using fundamental, technical, and third-party manager analysis, managing accounts primarily on a discretionary basis.

Daniel Yergan is a CFP® and Series 66 credentialed financial advisor with six years of industry experience. He has worked at Fidato Wealth LLC since 2023 and previously held roles at Valmark Financial Group, Treloar & Heisel, and several other firms. Fidato Wealth LLC serves individuals, employer retirement plans, and trusts with asset management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies including fundamental, technical, and third-party manager analysis, managing portfolios on a discretionary basis with continuous supervision.