Fidato Wealth
At Fidato Wealth, we manage more than finances, we steward futures. In everything we do, it’s about strengthening families. Based in Ohio, our foundation is built on clarity, discipline, and personal connection. We guide individuals, families, and business owners through wealth management, retirement planning, and business advisory, with a special focus on highly compensated professionals. Because we know that every person’s ambitions and hopes are unique, we don’t believe in one-size-fits-all advice. We listen first, then tailor every recommendation to what matters most. If you desire a partner who sees your future not as something distant, but something shaped every day; someone who invests in your legacy; someone who considers financial planning a deeply human endeavor; this is Fidato Wealth.
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Verified contacts
15
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
1
tools in use
Monthly traffic
44
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- AD
Amy Damico
Co-founder & Managing Partner · General Business & Management
EmailPhone - MB
Marissa Beyer
Partner · General Business & Management
EmailPhone - TD
Tony Damico
Founder and Managing Partner · Other
EmailPhone - EP
Eric Pucek
Managing Director & Chief Compliance Officer · Finance & Accounting
EmailPhone - LF
Lindsay Fiore
Partner & Director of Operations · General Business & Management
EmailPhone - SK
Shawna K.
Client Service Specialist Director of First Impressions · Other
EmailPhone - BT
Brennan T.
Financial Planning Specialist · Finance & Accounting
EmailPhone - GW
Glenda Wilder
Client Service Specialist · Customer/Client Service
EmailPhone - BE
Brian Eberhardt
Partner & Lead Wealth Advisor · Other
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Fidato Wealth
11 distinct titles indexed · top 10 shown.
- 4client service specialist
- 1associate wealth advisor
- 1client service specialist director of first impressions
- 1co-founder & managing partner
- 1financial planning specialist
- 1founder and managing partner
- 1managing director & chief compliance officer
- 1partner
- 1partner & director of operations
- 1partner & lead wealth advisor
- +1more titles
Sign up to unlock all 15 contacts at Fidato Wealth
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