Brian Eberhardt

Brian Eberhardt Email and Phone Number

Partner | Lead Wealth Advisor at Fidato Wealth @ Fidato Wealth
middleburg heights, ohio, united states
Brian Eberhardt's Location
Greater Cleveland, United States
Brian Eberhardt's Contact Details

Brian Eberhardt personal email

n/a
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.

Brian Eberhardt's Current Company Details
Fidato Wealth

Fidato Wealth

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Partner | Lead Wealth Advisor at Fidato Wealth
middleburg heights, ohio, united states
Website:
fidatowealth.com
Employees:
8
Brian Eberhardt Work Experience Details
  • Fidato Wealth
    Partner
    Fidato Wealth Jan 2023 - Present
    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 and circumstances, recommending only strategies that we ourselves would employ if in the same situation.Our mission is to use our 50+ years of combined experience to create a positive difference in our clients'​ retirement years. When you partner with Fidato Wealth, we provide individualized, effective plans for today and tomorrow.Learn more at https://fidatowealth.com/
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  • Fidato Wealth
    Lead Wealth Advisor
    Fidato Wealth Oct 2015 - Present
    Greater Cleveland
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  • Pnc Capital Advisors
    Advisor Operations Senior Analyst
    Pnc Capital Advisors Aug 2012 - Oct 2015
    Cleveland/Akron, Ohio Area
  • Apprisen Financial
    Financial Services Specialist
    Apprisen Financial Apr 2011 - Aug 2012
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  • Us Army
    Sergeant
    Us Army Nov 2001 - Nov 2011
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  • The Ciulla Group Llc
    Accountant
    The Ciulla Group Llc May 2005 - Apr 2011

Brian Eberhardt Education Details

Frequently Asked Questions about Brian Eberhardt

What company does Brian Eberhardt work for?

Brian Eberhardt works for Fidato Wealth

What is Brian Eberhardt's role at the current company?

Brian Eberhardt's current role is Partner | Lead Wealth Advisor at Fidato Wealth.

What is Brian Eberhardt's email address?

Brian Eberhardt's email address is eb****@****msn.com

What schools did Brian Eberhardt attend?

Brian Eberhardt attended Cleveland State University, Northwestern University, Bowling Green State University.

Who are Brian Eberhardt's colleagues?

Brian Eberhardt's colleagues are Shawna K., Lindsay Fiore, Glenda Wilder, Eric Pucek, Cpa, Cfe®, Iaccp®, Amy D'amico, Emily Mathews.

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