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Dennis T

Series 63, Series 65

Beachwood, OH

Tidmore Retirement Planning Specialists

Dennis Tidmore is a financial advisor at Tidmore Retirement Planning Specialists with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has served at Premier Investment Advisors Inc since 2000. Tidmore also owns Tidmore Consulting Services, which provides non-securities financial consulting in collaboration with other professionals. Tidmore Retirement Planning Specialists advises ERISA-qualified retirement plan sponsors and individual investors, offering fiduciary governance, plan-level consulting, participant education, investment management, and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis along with tactical asset allocation to manage portfolios and provides discretionary ERISA 3(38) fiduciary services and co-advisory agreements with other registered advisors.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Retired
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Desiree F

Series 65

Beachwood, OH

Tidmore Retirement Planning Specialists

Desiree Fiktus is a financial advisor at Tidmore Retirement Planning Specialists in Beachwood, OH, with 5 years of industry experience. She holds a Series 65 designation and has been with Tidmore Retirement Planning Specialists since 2008. Tidmore Retirement Planning Specialists advises ERISA-qualified retirement plan sponsors and individual investors, offering fiduciary governance, plan-level consulting, participant education, and individualized investment management. The firm uses a combination of analytical approaches and provides discretionary ERISA 3(38) fiduciary services, serving approximately 214 clients with $112.9 million in discretionary assets under management.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Retired
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