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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.

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Our Unique Structure

Our advisors grow their assets under management through a codified and uniformly applied Client Experience, which assures a quality application of resources on behalf of all clients. Through the Client Experience, a cohesive plan is developed which includes the totality of the client’s financial and emotional needs.

As a client, your team consists of a financial advisor, a financial analyst, a portfolio manager and an administrative specialist, who are all focused on keeping your goals on track with continued analysis, controls and on-going review of your portfolio, managed centrally by our in-house, credentialed portfolio management department.

This simple structure helps ensure your investment priorities are in alignment with the implementation of your asset allocation. You benefit from uniformity of advice, and while your financial advisor is your primary point of contact, there is a team of professionals who collaborate to help ensure seamless management of your assets.

Independence

We are a registered investment advisor and an investment fiduciary. This means that the recommendations we make start and end with what is in your best interest. We do not have proprietary funds or products, and we will only choose the investment vehicle or service that fits your needs. You can trust that the recommendations we provide are for your benefit, not for a commission check. (Registration does not imply a certain level of skill or training, nor any regulatory endorsement or approval of our investment advisory services.)

Ownership, Perpetuity and Leadership

Fragasso Financial Advisors is majority owned by the employees through an employee stock ownership plan (ESOP). Our uniquely structured firm is comprised of a collaborative management team consisting of the executive managers and department managers who are responsible for the operational management of the firm. Because of this, we have a vested interest in the firm’s success. We are committed to serving our clients, our advisors, one another as colleagues and the communities in which we live and work.

What would you like to improve, develop,
or change about your financial situation?

Meet with one of our trusted advisors today and let us create a strategy tailored to your needs and goals.

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