Wealth management
for meaningful impact.
"In everything we do, it's about strengthening families."
In The News
Who We Are
Optimizing your financial future and legacy.
Our purpose isn’t about numbers on a page; it’s about creating legacies, empowering lives, and a partnership that thrives, long into the future. At its core is a dedication to making every interaction deeply personal, refreshingly innovative, and profoundly meaningful. This is more than planning—it’s true transformation.
Tony D’Amico, CFP®
Founder, CEO
Tony is the CEO and Founder at Fidato Wealth. Tony has been working in the Financial Services industry since 1999. From his beginnings working for a 4.5 million dollar private company in the area of mergers and acquisitions, and being part of their transition to a public company of approximately 1⁄2 billion in revenue, to his experience as a top account executive for a division of AIG, Tony knew that he had a knack for understanding the core principles involved in creating successful financial outcomes.
Tony’s key areas of focus are leading the company’s initiatives and long-term strategy to accomplish the company’s mission: “To understand deeply, bring clarity, create peace of mind, and put the client first. Always.”
Tony also has developed the Wealth Management process and Investment Philosophy Fidato Wealth leverages to help its clients achieve their goals. He oversees Wealth Planning Strategies and Investment Strategies to ensure that Fidato’s Advisors remain on the cutting edge of delivering world class wealth management to their clients.
Tony’s understanding of the importance of a comprehensive approach to financial planning began due to his upbringing as a 1st generation American. His parents immigrated from Italy in search of a better life. When his father passed away he witnessed and assisted his own family trying to put the pieces together. His personal experiences fuels his passion, sincerity, and desire to help people achieve their life and legacy goals. This, coupled with his professional experience, culminated into Tony establishing his own wealth management and financial planning firm, Fidato Wealth.
Tony has met the rigorous experience, education, and ethical requirements to have earned the CERTIFIED FINANCIAL PLANNER ™ designation. He is also widely recognized in wealth management and has been quoted in The Wall Street Journal, CNBC, Barron’s, US News and World Report, WealthManagement.com, Financial Advisor Magazine, as well as featured on Fox 8’s “New Day Cleveland” and other national and local venues.
One of Tony’s cornerstone beliefs is that education, clarity, and strategy provides people with an opportunity to make the best decisions, which can then lead to optimizing your financial future and legacy. Tony is very involved in the community and with several organizations and provides education on Wealth Management for purpose driven families, corporations, highly compensated professionals, and provides leadership as a board member and volunteer for charitable organizations.
In his spare time, Tony enjoys outdoor activities such as boating, running, and bicycling along with listening to podcasts and audio books. Tony’s biggest joy, however, comes from spending time with his family. Tony, his wife Amy, and their son Anthony enjoy traveling together, outdoor hobbies, and sharing experiences with family and friends in Northeastern Ohio.
Amy D’Amico
Co-Founder, Managing Partner
Amy is a Managing Partner at Fidato Wealth and has been with the organization since 2009, her key roles include overseeing Finance, Human Capital, and Fidato’s long term strategic objectives.
As the Community Liaison for Fidato Wealth, Amy leads the firm’s efforts to make a difference in their local communities through participation in programs designed to help children and families in need–both in Cuyahoga County, where their office is located, and in Medina County, where she resides.
Amy enjoys the family atmosphere she helped create at Fidato Wealth, as well as collaborating with and working alongside her husband, Tony. Outside of the office, she enjoys reading, exercising, cooking, and spending time as a family with her husband and their son, Anthony. Growing up in a family of classical musicians, Amy has spent much of her life involved in music and other creative endeavors. She now has the pleasure of passing that love of musical performance to her son as he learns to play the baritone.
Lindsay Fiore
Partner, Director of Operations
As Director of Operations and a Partner at Fidato Wealth, Lindsay is dedicated to ensuring that both Operations and Client Service exceed expectations and align with the firm’s long-term mission. Since joining Fidato in February 2018 as a Client Service Specialist, Lindsay’s leadership and drive have propelled her to a key strategic role overseeing all aspects of Operations, Client Service, and internal processes across the company. She became a Partner in January 2023.
Lindsay brings over a decade of leadership experience to her role, having previously served as General Manager of a privately held company for seven years. Her initiative, attention to detail, and natural ability to build trust and rapport are second to none. She is known for her upbeat energy and commitment to delivering exceptional value to clients, while fostering a positive, team-oriented culture within the firm.
Outside of work, Lindsay leads an active and full life in Twinsburg, Ohio. A proud season ticket holder and enthusiastic supporter of all things Cleveland—especially the Browns—she stays busy with her fiancé, Jason, and her two stepchildren, Ayden and Monroe. Together, they spend their weekends immersed in youth sports and outdoor adventures. Lindsay enjoys traveling, attending live concerts, camping, and exploring new places, and rarely passes up an opportunity to be active in nature. The family also loves hiking, playing pickleball, kayaking, and making memories through shared experiences.
Their home is always full of energy—thanks not only to the kids, but also to a lively crew of pets that includes two dogs, a hedgehog, and a bearded dragon. Whether she’s adventuring outdoors or enjoying life at home, Lindsay brings enthusiasm, warmth, and a deep commitment to creating meaningful experiences in everything she does.
Marissa Beyer, CFP®
Partner, Senior Wealth Advisor
Marissa grew up in Parma, Ohio in a very energetic and loving Italian family. She graduated from Edinboro University of Pennsylvania, where she received her B.S. in Financial Planning.
As a Senior Wealth Advisor, some of Marissa’s key roles include leading client relationships, managing the advisory team, and mentoring young advisors within the firm.
Marissa is a CERTIFIED FINANCIAL PLANNER™ with over 20 years of advisory experience in retirement planning and wealth management. With her genuine desire to impact and improve lives, clients regularly use words like trustworthy, attentive, and proactive to describe their experience with her as a thoughtful collaborative process.
Marissa has extensive experience providing wealth planning to clients while providing a coordinated approach with Estate, Tax, and Risk Protection professionals. She believes strongly in comprehensive planning and the fiduciary principles that our partners rely on.
Marissa resides in Brecksville, Ohio with her husband Joe, and their two children Giavonna and Leonardo. She is an avid Peloton user, enjoys attending her children’s various sporting events, and spending time with her family.
Brian Eberhardt
Partner, Lead Wealth Advisor
For over 12 years, Brian has been passionate and dedicated to helping individuals and families achieve the greatest degree of reliability in accomplishing their life and legacy goals.
Brian’s key roles with Fidato Wealth include leading client relationships and overseeing the training and development of the firm’s advisors. As an experienced Lead Advisor, Brian displays attention to detail as he develops and fine-tunes his client’s comprehensive financial plan, ensuring that all advanced planning needs are addressed and monitored. As of January, 2023, Brian has become a partner at Fidato Wealth.
Brian was born and raised in Northeast Ohio and graduated from Cleveland State University with a Bachelor’s degree in Finance. Prior to working at Fidato Wealth, Brian served as Senior Advisor Operations Analyst for PNC Capital Advisors where he concentrated in the areas of Financial Counseling and Accounting.
From 2003 to 2011, Brian had the honor of serving in the United States Army in both active duty and reserve roles. During his service, Brian has been on multiple deployments with tours in Kosovo, Iraq and Kuwait.
Brian and his wife Lynsey reside in Strongsville with their three children, Owen, Avery, and Cameron. He is a Cleveland sports enthusiast and enjoys golfing, playing basketball, reading, and spending time with family and friends.
Brian’s experience and a track record of dependability is an asset to his clients and teammates. He takes great pleasure in his role with Fidato Wealth and strives to make a positive difference in his client’s lives.
Eric Pucek, CPA, CFE®, IACCP®
Managing Director, Chief Compliance Officer
Eric is Fidato Wealth’s Managing Director and Chief Compliance Officer (“CCO”). In his role, he is responsible for managing/overseeing several areas at Fidato: Compliance, IT & Cybersecurity, Finance & Accounting, and Human Resources. Eric’s background and experience provides Fidato Wealth with a unique perspective on how we can continue to provide best-in-class client service to families and businesses as we continue to grow. Eric is passionate about the responsibilities of fiduciaries and has spent his career ensuring fiduciary standards were upheld in his prior roles.
Before joining Fidato, Eric was a partner at Ativo Capital Management, LLC in Chicago, IL serving as its COO and CCO during his tenure. Eric joined Ativo in 2014 and was responsible for overseeing compliance and operations, among other areas. Prior to joining Ativo, Eric worked at UBS Global Asset Management (Americas) Inc. for approximately seven years. During his tenure he was promoted to Director with the title of Senior Compliance Officer. He acted as the compliance lead in the firm’s Chicago office and managed a team of compliance officers in that location.
Prior to joining UBS, Eric was a Securities Compliance Examiner and Staff Accountant for the Broker-Dealer Examination Program in the Chicago Regional Office of the U.S. Securities and Exchange Commission (“SEC”) from June 2004 to January 2008. While at the SEC he conducted numerous specialized and cause examinations of the nation’s largest financial institutions and led financial and sales practice examinations of FINRA and other member broker-dealers and transfer agents. He received the Shannon D. Ayers Examination Award of Excellence during his tenure at the SEC.
Eric received his Bachelor of Science in Accountancy and Master of Accounting Science from the University of Illinois. He is an Illinois Registered Certified Public Accountant (“CPA”), Certified Fraud Examiner (“CFE ®”), Investment Adviser Certified Compliance Professional (“IACCP ®”), Series 65 Registered, and Completed Level 1 of the CFA Program.
In his time away from work, Eric enjoys spending time with friends and family including his two children, Ella and Henry, and his two dogs, Penny and Titus. Eric loves being active in beautiful Northeast Ohio and enjoys visiting his family and friends in Chicago, IL, his hometown. Although Eric remains an avid Chicago sports-fan he has adopted the Browns as his local team of choice and enjoys all that greater Cleveland has to offer.
Daniel Yergan, MSPFP, CFP®
Wealth Advisor
Dan is a Wealth Advisor at Fidato Wealth, where he specializes in providing exceptional advisory services to both existing and prospective high-net-worth clients. Through collaboration with the Fidato Wealth advisory team, Dan is responsible for ensuring that clients progress with their individualized wealth planning goals and are connected with a professional network of attorneys, accountants, and other specialists to help advance their wealth plan.
Dan was born and raised in Youngstown, Ohio and graduated from Youngstown State University with a bachelor’s degree in business administration. Upon graduation, he earned his CERTIFIED FINANCIAL PLANNER™ marks and continued on to obtain a master’s degree in personal financial planning from Kansas State University. He earned additional graduate certificates in financial therapy and advanced financial planning along the way. Prior to his time at Fidato Wealth, Dan served as a back-office financial planner for advisory firms across the country.
Dan resides in Youngstown, Ohio with his wife Alisha and their daughters Rosealina and Lilyana. He lives to put God and his family first. He and Alisha lead worship at their local church and enjoy adventuring to local parks, distant beaches, and small-town coffee shops.
Anthony Biasiotta, CFP®
Wealth Advisor
Anthony Biasiotta is a Wealth Advisor at Fidato Wealth, where he provides personalized financial guidance to high-net-worth individuals and families. As a CERTIFIED FINANCIAL PLANNER™, Anthony brings a thoughtful and intentional approach to helping clients navigate a wide range of financial situations. He has worked with individuals from diverse backgrounds and collaborates closely with the Fidato Wealth team and a network of professionals to ensure clients receive comprehensive, values-based financial planning.
Born in Northeast Ohio, Anthony spent part of his childhood in Belgium before moving to Wisconsin, where he later earned his degree in Personal Finance from the University of Wisconsin. He and his wife, whom he met in college, have lived in Colorado and now reside in Ohio with their beloved dog, Milo. As a first-generation American with deep Italian roots, Anthony enjoys traveling, skiing, hiking, and spending time near the water. He’s a proud Packers and Cavaliers fan and is known for being genuine, intentional, and empathetic in both his personal and professional life.
Brennan Thiergartner, CFP®
Associate Wealth Advisor, Financial Planning Specialist
Brennan, a University of Akron graduate, began his journey in finance as an intern with Fidato Wealth. He steadily rose to become a CERTIFIED FINANCIAL PLANNER™ Professional after successfully passing the CFP exam. Recently, Brennan was promoted to Associate Wealth Advisor. In his current role, he works closely with clients to help them achieve their financial goals. Brennan also provides critical support to the wealth advisors by managing behind-the-scenes financial planning analysis. He is the primary point of contact for many clients and outside professionals working with Fidato Wealth.
Brennan is known for his commitment to making a positive impact on people’s lives. Around the office, he’s quick to offer assistance and is always ready with a joke or two during staff meetings!
Glenda Wilder
Client Service Specialist
Glenda joined Fidato Wealth in September of 2021, bringing 20 + years of experience in the Financial Services industry. In Glenda’s role as a Client Service Specialist, she partners with the wealth advisors to ensure that each client’s needs and best interests are being met proactively. Glenda displays accuracy and attention-to-detail as she prepares account documentation and assists clients with their service needs. She strives to ensure her clients and peers feel as important as they really are!
Around the office, Glenda upholds a positive attitude and can be counted on to bake something delicious for co-workers’ birthdays and when celebrating company milestones.
Glenda resides in Parma, Ohio with her dog Daisy. She loves time spent with her family, especially with her daughter Jessica and her two beautiful grandchildren. Glenda greatly enjoys fitness and has been a Zumba instructor for over 10 years.
Emily Mathews
Client Service Specialist
Emily Mathews is a dedicated Client Service Specialist at Fidato Wealth. With her background as a supervisor leading a team of 10, Emily brings a versatile skill set to our team – which includes administrative expertise, overseeing trends to determine process improvements, excellent customer service and ensuring accuracy. Her professional journey reflects a commitment to excellence and a diverse range of skills.
Born in Ohio and raised in Washington state, Emily made the journey back to her roots to reconnect with family and pursue her post-secondary education. She currently resides in Berea, Ohio and is a loving mother to one daughter who is the light of her life! In addition, Emily shares her home with two cats and one dog! She spends her leisure time crafting culinary delights for her family, and expressing herself through various forms of art, including drawing, painting, and poetry.
Described by those who know her as realistic, empathetic, and good-natured, we know you will find Emily all of the above as well as willing to go that extra mile to assist and support our clients.
Shawna Kennedy
Director of First Impressions, Client Service Specialist
Shawna Kennedy is the Director of First Impressions and a dedicated Client Service Specialist at Fidato Wealth. After a remarkable 22-year career in the real estate industry, Shawna earned the distinction of being the youngest licensed title insurance agent in Ohio, a testament to her early achievements. Shawna’s diligence, attention to detail, and strong leadership are just a few of the qualities that Shawna has brought to her position at Fidato.
Originally from the Cleveland area, Shawna now lives in Berea, Ohio alongside her husband Jim, teenage stepdaughter Cassandra, and her numerous pets. Her adventurous spirit extends to activities like biking, kayaking, camping, and hiking with her husband and their 2 dogs. In the warmer months, she tends to her yard and enjoys nurturing her many plants.
Described by others as conscientious and personable, we know that you will not only enjoy being greeted by Shawna when you walk into our Fidato office but also experience her unwavering support as your client service specialist.
Insights
Barrons
Tony D’Amico Quoted in Barron’s: Teach Your Kids to Preserve Family Wealth, Not Squander It
Charitable Giving
Marissa Beyer quoted in Comparison Adviser: Charitable Giving: Role in a Financial Plan
The Wall Street Journal
Tony D'Amico featured in The Wall Street Journal: Financial Planning Amid Signs of a Client’s Dementia
Our Experience
Your wealth deserves the expertise to make it thrive for generations.
Holistic wealth planning isn’t one-size-fits-all. Let us tailor our seamless and powerful solutions to your unique needs to make sure you reach every goal you have for your financial future. This is a future built on a foundation of a deep partnership with our team, financial expertise, and a commitment to doing what we say we’re going to do, when we say we’re going to do it. This is about creating a life that’s exceptional, meaningful, and uniquely yours.
The Boutique Advantage with Fidato Wealth
Our Process
Each step lays the foundation for bringing your journey into focus.
Our Consultative Process is built around you—your goals, your vision, and your future. Every plan we create is as unique as the life you’ve imagined, designed to reflect your priorities and aspirations.
Having a guide with a plan is extremely valuable in ensuring your life’s work is honored with the same, deliberate work it took you to accomplish it.
Our Focus
Our advanced wealth management capabilities make sure no detail of your future is overlooked.
Our comprehensive approach is designed to help you with every stage of your financial journey. Our team of experts have years of experience turning complex challenges into clear, actionable solutions. With our deep expertise, we aim to not just meet goals, but exceed them with precision and purpose.
We specialize in guiding a diverse group of clients, including Family Stewards, Purpose-Driven Families, Multigenerational Wealth Builders, Purpose-Led Business Owners, and Women Wealth Builders. Each journey is unique — our process is built to honor that.
Wherever you are, we bring clarity, strategy, and stewardship to the wealth that shapes your life.
Resources
Elevate your financial knowledge with expertly- curated resources.
Videos
Watch helpful videos about financial planning, the economy, or who we are as an organization.
Articles
Read articles from major publications that our advisors have been quoted or featured in about various financial topics.
In Person and Webinar Educational Sessions
Attend in person educational classes hosted by one of our experienced advisors to take your wealth planning to the next level.
Monthly Wealth Management Report
Read insights on Wealth Planning from our Founder & CEO Tony D'Amico to grow your knowledge.