Fragasso Financial Advisors is an independent, employee-owned and primarily fee-based investment management and financial planning firm headquartered near Pittsburgh in Western Pennsylvania where we have been in business since 1972. The firm today has $2.8 billion under management and non-advisory assets combined.
Fragasso serves individuals, families, business owners, institutions and nonprofit organizations. Every decision we make is guided by our clients. We have a vested interest in seeing our clients’ assets grow. With no internal or proprietary products, allowing our team can make every recommendation with your best interest in mind. This unbiased approach allows us to act as a neutral party seeking investments that are suited to you and adhering to a fiduciary standard without the distraction of a provider’s preferred list. Fragasso represents approximately 2,000 households with a consistent record of client retention.
We provide a comprehensive suite of services, including:
- Business Succession Planning
- Charitable and Family Gifting Strategies
- Education Funding
- Employer-Sponsored Retirement Plan Management
- Estate Planning
- Fiduciary Partnership
- Holistic Financial Planning
- Income Tax Reduction Strategies
- Investment Management
- Life Insurance
- Long-Term Care Cost Analysis
- Multigenerational Planning
- Personal Retirement Planning
- Stock Option Management
