Marissa Beyer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fidato Wealth in Middleburg Heights, OH and the surrounding communities.
We offer a free 15-minute call to answer your questions and see if we are right for you.
Or kick the tires and listen to the Retire Smarter Podcast to get to know how the True Wealth team can help you get on track for retirement and stay there.
About Marissa Beyer, CFP®:
Marissa grew up on the west side of Cleveland as part of a very loving, energetic Italian family. She attended Edinboro University of Pennsylvania where she received her B.S. in Financial Planning. While attending Edinboro she was part of the women’s volleyball team.
Learn more about Marissa here.
About True Wealth Design, LLC:
As of 3/31/2019, we serve 190+ families, managing $135,000,000+ on their behalf. Our professional staff is comprised of 4 CERTIFIED FINANCIAL PLANNER professionals and 1 CPA. We have offices in Ohio (Akron, Canfield, Hudson) and Florida (Ft. Myers, Naples).
A description of our core services is below.
Retirement Planning: We specialize in retirement planning, retirement distribution planning and cash flow management.
Tax Planning: We provide proactive accounting and tax services through our True Wealth Accounting & Tax division. We have a team of accounting, tax, and wealth management professionals with decades of experience working in concert to help you better understand your finances, simplify your life, and make smarter decisions to improve your life and business.
Investment Management: Our investment philosophy is science-based and focuses on low-cost, tax-efficient, and well diversified portfolios that are carefully matched to your retirement plan and spending needs and monitored on a daily basis.
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