Fidato Wealth Employee Directory

Financial ServicesOhio, United States11-50 Employees

Fidato Wealth is a financial services firm based in Middleburg Heights, Ohio, that focuses on guiding individuals, families, and business owners through wealth management, retirement planning, and business advisory. The firm emphasizes personalized, non‑cookie‑cutter advice, seeking to understand clients’ unique ambitions before tailoring recommendations, with a particular focus on highly compensated professionals. Its approach centers on clarity, discipline, and personal connection as foundational elements of client relationships, aiming to help clients shape their future and invest in their legacy.

Operating in the wealth management space, Fidato targets a client base that includes families and business owners seeking comprehensive financial planning and advisory services. The organization has been recognized in industry lists as a top advisor and has engaged in community partnership efforts, such as involvement with Shoes and Clothes for Kids, reflecting activity beyond core advisory services. The company has a multi‑year track record of professional recognition and operates with a people‑oriented philosophy within the Ohio market.

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