We focus on your finances along life's journey so you don't have to

We help you propel your financial success.

For You, Your Family and Your Future

Fragasso Financial Advisors is a fee-based investment management and financial planning firm located in Downtown Pittsburgh, PA.

610 Smithfield Street, Suite 400 | Pittsburgh, PA 15222 | 412.227.3200 | Fax: 412.227.3210

Your financial success is the very reason that we are here. And making your experience personal means that we take the time to understand your unique circumstances, responsibilities and risk tolerance.

Once we do, we can craft a personal investment strategy that helps you work towards your ultimate goal of financial success.

Trust Your Financial Security to Fragasso

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Where are you on life's journey?

Leaving a Legacy

Taking care of your family and yourself the way you want, either through lifetime gifting or distribution of assets upon death, is better discussed in advance while you are still in favorable health and mind. There can be many complications to an estate, business and legacy if the proper arrangements are not in place. An estate plan will assist you in:

  • Preserving assets in the event of your incapacity during life
  • Directing distributions of your assets
  • Protecting the value of the estate from the costs associated with taxes, professional fees and court costs for the benefit of your heirs
  • Fulfilling charitable objectives

We are ready to help you.  »

Preparing for Retirement

Can you afford to retire?  Many investors wonder if they have saved enough to help fund a secure retirement or whether their assets will cover their expenses when a health event occurs. A successful retirement strategy requires proper planning and constant attention to make sure you stay on track to achieve your goals.

We are ready to help you.  »

Running a Business

You are in charge of managing your company’s retirement plan so it’s critical that you enlist the right partner. At Fragasso Financial Advisors, we can add extraordinary value for the trustees of your retirement plans by working with you as a team member. In return, you receive the confidence that accompanies quality plan management, monitoring and uncompromised professionalism.

We are ready to help you.  »

Saving for a Child's Education

Funding a child’s education is expensive. Whether you are looking to save for your own children or want to help your grandkids, do you know and understand all of your options?

  • 529 Plans
  • Uniform Transfer to Minors Act (UTMA) accounts
  • Coverdell Education Savings accounts

Our financial advisors can help you use the power of time and tax-burden shifting to help fund your child’s education.  It’s never too late to start saving for the future!

We are ready to help you.  »

Life in Transition

Have you recently lost your job?  Are you going through a divorce or have you lost a spouse?  When life as you know it suddenly changes it can be difficult, confusing and scary.  With the help of a trained advisor, you can navigate these kinds of challenges with better peace of mind.

We are ready to help you.  »

Case Studies


Medical services nonprofit addresses vulnerabilities

As a board member or senior staffer with a nonprofit, do you understand your legal fiduciary obligations? With a limited IPS and uncertainty about their liability coverage, this nonprofit client was left vulnerable.

Find out how our process and fiduciary assistance gave everyone better peace of mind


B2B company owner enhances retirement program

As a retirement plan sponsor, working with a low-cost provider can seem like a convenient option to managing a plan. But could you be missing out on some key tax savings or opportunities that are better for you and your employees in the long run?

Learn more about what our review of this plan design uncovered and how we helped


An investor who was unsure about his current financial planning relationship

Imagine the person you trust to manage your money loses tens of thousands of your dollars to make commission. Investors often misunderstand or are simply unaware of the differences between brokers and financial advisors.

Find out how we helped this individual

About Fragasso

From the very first interaction you have with us, your experience will be personalized, professional, and exceptional. Your goals are our goals. Your concerns are our concerns.

Find out more about the Fragasso Client Experience

Client-Only Content

As a Fragasso client, you have access to exclusive content created just for you that takes an in-depth look at the issues facing investors today.

Read more about client-only content

You like what you've seen. What's next?

If our approach to personalized, holistic financial planning that is free from investment bias sounds good to you, then now is the time to take the next steps toward your financial future. A credentialed financial advisor will contact you to have a high-level conversation about your current situation, expectations and needs.

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