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We have your answers: whether currently independent or looking to breakaway.

Do you want to spend your time trying to keep up with the moving targets in our industry, like regulatory changes and technology? Perhaps you want to make the decisions related to key factors like your compensation, quotas and revenues. It’s time you get back to focusing on what attracted you to this business in the first place – helping others improve their financial life.

Through our Independent Advisor Solutions, we can help advisors who:

  • wish to make a change to a welcoming environment where the pressures of proprietary product bias, quotas and arbitrary corporate decisions have been removed
  • want to join a firm that provides a collaborative environment and the resources and support required for an advisor’s success
  • need a succession plan as they may be exiting the business due to retirement in the near future
  • want to remain or become independent with the support of top tier resources

Resources designed to support your clients and your growth.

Similarly, to how our advisors are committed to an exemplary client experience, Fragasso is committed to delivering a superior advisor experience. Not only do we provide top-notch resources, streamlined processes and efficiencies and access to technology, but we provide service. We’re here to help you implement and personalize these offerings.

Through Fragasso’s Independent Advisor Solutions, you will enjoy the full measure of resources offered to our own advisors. We are here to help grow your business. Learn more about our full suite of resources by visiting or schedule your consultation today.

Contact us in confidence.

Together, let’s discuss how Fragasso Financial Advisors can serve as a beneficial solution for you and for your clients. Speak directly to Greg Pond by calling 412-227-3228 during normal business hours of 9:00 a.m. – 5:00 p.m. EST. Or, complete the form below to schedule a phone consultation at your convenience.

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