Overview

Since 1972, Fragasso Financial Advisors has been focused on providing sound asset management and financial planning to individuals.

As time goes on and the firm continues to grow, we are now working with multigenerational families, stemming back to those who became clients over thirty years ago.

How Fragasso Can Help

At Fragasso, it is our responsibility to consider your circumstances with a fresh approach couched in time-tested financial planning principles. Understanding your personal and financial goals allows us to help you navigate the challenges and obstacles that may surface on the way to those goals. Working together, a team of experienced, professional advisors provide comprehensive and personalized financial services that are not often available in the traditional brokerage firm setting.

Our teams consist of a financial advisor, a financial analyst and a client account specialist. Each wealth management team combines its knowledge, methodology and experience to help you pursue your goals. You will also benefit from the seasoned professionals that make up our in-house portfolio management team. This team produces market analysis, commentary and special reports on the global economy.

At Fragasso, we understand that we’re only one piece of the puzzle. We’ll not only work alongside your existing professional network, like your attorney and accountant, we’ll take lead to make sure you are receiving the most comprehensive financial guidance. Don’t have a support network? No problem. Our connections to a deep bench of professional talent sets us apart from other firms by providing you with several relationship opportunities.