Fragasso Financial Advisors | Investment Planning and Wealth Management

News Alert : Fragasso Financial Advisors Acquires Beaver Practice

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

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. »

Awards

Ranked No. 2 in Western PA, 2018

Ranked No. 2 in Western PA, 2018

Robert Fragasso ranked #2 in western Pennsylvania on Forbes Top 250 Wealth Advisors This is our 2nd year being honored for this award! Fragasso ranked #175 nationally.

Forbes ranks Fragasso Financial Advisors founder, chairman and CEO Robert Fragasso as the No. 175th Financial Advisor ranking. Algorithm is based on quality of practice learned through telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Minimum account sizes are general since it can vary depending on a range of circumstances. Advisors are judged on individual contribution, but total team assets are shown; while in some cases significant, non-custodied assets are not included due to verification difficulties. Data as of June 2018.
Ranked No. 2 in Western PA, Aug 2018

Ranked No. 2 in Western PA, Aug 2018

Barron’s ranks founder, chairman and CEO Robert Fragasso #2 advisor in western Pennsylvania. This is our 9th consecutive year being honored for this award! Fragasso ranked #66 nationally, up from #70 in 2017.

Barron’s ranks Fragasso Financial Advisors founder, chairman and CEO Robert Fragasso as the No. 2 financial advisor in Western Pa. and No. 66 out of 17,500 such firms nationally on the list of America’s Top 100 Independent Advisors. Barron’s has ranked independent advisors since 2007. The Top 100 Independent Financial Advisors ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, assets under management, revenue produced for the firm, regulatory record, quality of practice, philanthropic work and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner.
Ranked #5 in PA, 2018

Ranked #5 in PA, 2018

Forbes ranks Fragasso Financial Advisors #5 in the state of PA on its 2018 State-By-State Wealth Advisors List.The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Rank No. 2 in Western PA, Mar 2018

Rank No. 2 in Western PA, Mar 2018

Barron’s ranks Fragasso Financial Advisor’s founder, chairman and CEO Robert Fragasso as a top advisor on its 2018 list of America’s Top 1,200 Financial Advisors. The Barron’s rankings are based on assets under management, revenue produced for the firm, regulatory record, quality of the practice and philanthropic work. This is the eighth consecutive year Fragasso has been named to the Barron’s top 1,200 list.

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

News

Oct 22, 2018

Brianne King, manager of financial planning at Fragasso Financial Advisors quoted in the Pittsburgh Post-Gazette

Oct 19, 2018

Fragasso Financial Advisors ranks number 15 in the medium category at the Pittsburgh Business Times 2018 Best Places to Work awards luncheon!

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Blog

Oct 10, 2018

Q&A with a CDFA® (Certified Divorce Financial Analyst)

Jul 26, 2018

Trade Wars

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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.

We guide. For life.^®

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.

Trust Your Financial Security to Fragasso

Where are you on life's journey?

Leaving a Legacy

Preparing for Retirement

Running a Business

Saving for a Child's Education