Fidato Wealth Employee Directory

Financial ServicesOhio, United States11-50 Employees

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.

Find Fidato Wealth employees' phone numbers or email addresses

Fidato Wealth Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Fidato Wealth's Leadership

  • Stylized image of a person
    T. D.
    Founder & Ceo
    Phone icon
  • Stylized image of a person
    B. E.
    Partner & Lead Wealth Advisor
    Phone icon
  • Stylized image of a person
    S. K.
    Client Service Specialist / Director Of First Impressions
    Phone icon
  • Stylized image of a person
    A. B.
    Wealth Advisor
    Phone icon
  • Stylized image of a person
    G. W.
    Client Service Specialist
    Phone icon
  • Stylized image of a person
    B. T.
    Financial Planning Specialist
    Phone icon
  • Stylized image of a person
    K. D.
    Phone icon

Fidato Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Fidato Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. D.
    Founder & Ceo
    Phone icon
    United States
    Feb 19, 2026
  • Stylized image of a person
    B. E.
    Partner & Lead Wealth Advisor
    Phone icon
    Feb 19, 2026
  • Stylized image of a person
    S. K.
    Client Service Specialist / Director Of First Impressions
    Phone icon
    United States
    Feb 19, 2026
  • Stylized image of a person
    A. B.
    Wealth Advisor
    Phone icon
    Feb 19, 2026
  • Stylized image of a person
    G. W.
    Client Service Specialist
    Phone icon
    Feb 19, 2026
  • Stylized image of a person
    B. T.
    Financial Planning Specialist
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    K. D.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Fidato Wealth known for?

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Fidato Wealth was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 7530 Lucerne Drive Middleburg Heights, Ohio United States; you can contact the main corporate office by phone at . Explore Fidato Wealth's company overview page for more information.

What is Fidato Wealth's most common email format?

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Fidato Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Fidato Wealth email formats with LeadIQ.

How many employees does Fidato Wealth have currently?

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Fidato Wealth has approximately 12 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Fidato Wealth's key employees and leadership?

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As of March 2026, Fidato Wealth's key employees include:

  • Founder & Ceo: T. D.
  • Partner & Lead Wealth Advisor: B. E.
  • Client Service Specialist / Director Of First Impressions: S. K.
  • Wealth Advisor: A. B.
  • Client Service Specialist: G. W.

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