The foundation of Fragasso’s success is our unique structure and approach. Our approach and how we are compensated are transparent from the beginning. We are primarily a fee-based investment manager providing holistic financial planning guidance and investment management that is free from proprietary products and the conflict of investment commissions. Our employees, including the financial advisors, are salaried professionals.
It’s a client-centric culture where every recommendation and decision are made with our clients’ best interest in mind. Our structure enables us to concentrate on what truly matters – helping you pursue your financial goals.