MIDDLEBURG HEIGHTS, OHIO / AGILITYPR.NEWS / September 17, 2020 / Ohio-based Financial Advisory Firm placed on “2020 RIA Ranking” List
Fidato Wealth, an Ohio Registered Investment Advisor, has been named to Financial Advisor magazine’s 2020 Top RIA Rankings. Founded by CEO Tony D’Amico, CFP®, Fidato Wealth is an independent, fee-based financial advisory firm that provides comprehensive financial planning and wealth management for successful families, individuals and professionals.
The ranking is based on assets under management and comprises more than 700 firms. To be eligible, firms must be registered investment advisors and provide financial planning services to individual clients.
FINANCIAL ADVISING IN THE TIME OF PANDEMIC
“It’s especially meaningful to be acknowledged this year in light of the challenges many other businesses have faced in transitioning employees to remote work,” said D’Amico. “As a forward-looking firm, we had the technological resources in place, allowing us to seamlessly adapt to social distancing measures with our clients.”
“While working remotely, our team has focused on our relationships with our clients, as well as providing important financial educational to the Middleburg Heights area and beyond,” said D'Amico. “We’re living in a unique moment, and the services we provide as advisors are critical in maintaining clients’ wealth and well-being. As a truly independent firm, we always act in our clients’ best interests, recommending strategies that we believe will help most effectively to meet their long-term financial goals.”
“At Fidato Wealth we have a clear mission of exceeding client expectations, being a fiduciary, and providing comprehensive financial planning. We help clients achieve their financial life goals in a proactive manner by not being afraid to do the work that’s needed to really make that happen and form some good relationships along the way,” added D’Amico.
THE RESEARCH METHODOLOGY
FA’s RIA Ranking is an independent listing produced by Financial Advisor magazine. Firms must provide financial planning and/or related services to individual clients. All firms must be either independently owned or a freestanding subsidiary of another business. Neither the RIA firms nor their employees pay a fee to Financial Advisor to be included in the listing. Data is provided by each firm, mostly from numbers and information published on forms they submit to the SEC. Each advisor is then ranked alongside their participating peers.
In addition to Financial Advisor Magazine’s list of top RIAs, the publication also reported on the ways financial advisors are adapting to the COVID-19 pandemic, including the adoption of advanced technologies to maintain personable client communications.
To view the entire Financial Advisor Magazine RIA ranking and its corresponding article, click here.
ABOUT FIDATO WEALTH
Fidato Wealth is a financial advisory firm headquartered in Middleburg Heights, OH, that provides retirement planning, family wealth management, and business advisory services. As an SEC Registered Investment Advisor, the firm is legally bound to act as a fiduciary, which means that the clients’ needs always come first. Tony D'Amico, CFP®, Founder and Managing Partner, has been quoted in The Wall Street Journal, CNBC, Barron’s and other national publications. Fidato Wealth was named to Financial Advisor magazine’s Top RIA Ranking list in 2017, 2018, 2019 and 2020. For more information, visit www.fidatowealth.com.
Fidato Wealth LLC is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Fidato Wealth LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fidato Wealth LLC unless a client service agreement is in place.