Brian Eberhardt
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Brian Eberhardt Email & Phone Number

Partner | Lead Wealth Advisor at Fidato Wealth at Fidato Wealth
Location: Greater Cleveland, United States, United States 6 work roles 3 schools
1 work email found @fidatowealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email b****@fidatowealth.com
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Current company
Role
Partner | Lead Wealth Advisor at Fidato Wealth
Location
Greater Cleveland, United States, United States
Company size

Who is Brian Eberhardt? Overview

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Quick answer

Brian Eberhardt is listed as Partner | Lead Wealth Advisor at Fidato Wealth at Fidato Wealth, a company with 8 employees, based in Greater Cleveland, United States, United States. AeroLeads shows a work email signal at fidatowealth.com and a matched LinkedIn profile for Brian Eberhardt.

Brian Eberhardt previously worked as Partner at Fidato Wealth and Lead Wealth Advisor at Fidato Wealth. Brian Eberhardt holds Bachelor Of Business Administration (B.B.A.), Accounting And Finance from Cleveland State University.

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Email format at Fidato Wealth

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{first}@fidatowealth.com
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Profile bio

About Brian Eberhardt

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.

Current workplace

Brian Eberhardt's current company

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Fidato Wealth
Fidato Wealth
Partner | Lead Wealth Advisor at Fidato Wealth
middleburg heights, ohio, united states
Employees
8
AeroLeads page
6 roles

Brian Eberhardt work experience

A career timeline built from the work history available for this profile.

Partner

Current

Greater Cleveland

Fidato Wealth provides comprehensive financial planning for you and your family. Our evidence-based approach will support your retirement goals, helping you invest with confidence and take control of your financial plan.At Fidato Wealth, we aim to provide the very best in financial planning and wealth management. We build plans based on your unique profile.

Jan 2023 - Present

Lead Wealth Advisor

Current

Greater Cleveland

Oct 2015 - Present

Advisor Operations Senior Analyst

Pnc Capital Advisors

Cleveland/Akron, Ohio Area

Aug 2012 - Oct 2015

Sergeant

Nov 2001 - Nov 2011

Accountant

The Ciulla Group Llc
May 2005 - Apr 2011
Team & coworkers

Colleagues at Fidato Wealth

Other employees you can reach at fidatowealth.com. View company contacts for 8 employees →

3 education records

Brian Eberhardt education

FAQ

Frequently asked questions about Brian Eberhardt

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What company does Brian Eberhardt work for?

Brian Eberhardt works for Fidato Wealth.

What is Brian Eberhardt's role at Fidato Wealth?

Brian Eberhardt is listed as Partner | Lead Wealth Advisor at Fidato Wealth at Fidato Wealth.

What is Brian Eberhardt's email address?

AeroLeads has found 1 work email signal at @fidatowealth.com for Brian Eberhardt at Fidato Wealth.

Where is Brian Eberhardt based?

Brian Eberhardt is based in Greater Cleveland, United States, United States while working with Fidato Wealth.

What companies has Brian Eberhardt worked for?

Brian Eberhardt has worked for Fidato Wealth, Pnc Capital Advisors, Apprisen Financial, Us Army, and The Ciulla Group Llc.

Who are Brian Eberhardt's colleagues at Fidato Wealth?

Brian Eberhardt's colleagues at Fidato Wealth include Lindsay Fiore, Emily Mathews, Amy D'Amico, Glenda Wilder, and Shawna K..

How can I contact Brian Eberhardt?

You can use AeroLeads to view verified contact signals for Brian Eberhardt at Fidato Wealth, including work email, phone, and LinkedIn data when available.

What schools did Brian Eberhardt attend?

Brian Eberhardt holds Bachelor Of Business Administration (B.B.A.), Accounting And Finance from Cleveland State University.

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