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Our Story

Founded in 1972 by Robert Fragasso

Robert Fragasso, CFP Board Emeritus®, started as a sole practitioner in 1972, then forming the Fragasso Group in 1979. The organization moved to an independent broker/dealer and became registered as an investment advisor in 1996. The Fragasso Group, Inc. began operating under the name Fragasso Financial Advisors, Inc. in 2007. Since then, our firm has grown to serve over 1,750 clients across five locations, with nearly 50 employees and has over $2.1 billion under management and non-advisory assets combined.

This 2022 calendar we recognize the visionary who started it all, Bob Fragasso, and the many milestones we’ve accomplished over the past half-century. We also thank YOU, our clients and constituents. Without you, this anniversary wouldn’t be possible.

Capturing 50 years in photos…

“We want to take this time to thank all of the individuals, families, business owners, institutions and nonprofit organizations who contributed to our 50 years of success! Thank you for your continued support!”

Sincerely, Robert Fragasso, CFP Board Emeritus®
Chairman and Chief Executive Officer