Partnership Solutions for Financial Advisors
Helping independent advisors navigate growth, continuity, and succession with confidence.
Independent Advisor Solutions
Supporting your clients, your practice, and your future.
Whether you're planning for retirement, preparing a succession strategy, or looking to accelerate your growth as a financial advisor, finding the right partner is one of the most important decisions you'll make.
At Fragasso Wealth Advisors, we work alongside independent advisors to create thoughtful transition and partnership solutions. Our experienced investment professionals, technology, and client service resources work together to support your clients, strengthen your practice, and contribute to your long-term success.
How We Help Advisors
We’re here to provide solutions to advisors who:
- 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.
Advisor Succession Planning
You value the long-term relationships you've created with your clients. Ensure your future, as well as theirs, is in good hands.
In-house Portfolio Management
Leverage an experienced investment team for research, portfolio management, and ongoing investment oversight on behalf of your clients.
Operations, Compliance & Technology
Streamline your practice with operational support, compliance oversight, and integrated technology to help improve efficiency so you can focus on building your practice and serving clients.
Marketing & Business Development
Access marketing strategies and business development resources designed to help strengthen and grow your practice.
Why Advisors Partner with Fragasso
More Time for Your Clients
Spend less time managing operations and more time doing what you enjoy most - building meaningful relationships with clients.
A Team That Expands Your Capabilities
Gain access to experienced professionals, specialized knowledge, and collaborative support designed to strengthen your practice.
Independence with More Resources
It's still your practice and you make the decisions, but now you have the opportunity to spend more time developing relationships with the strength of a partner providing top-tier technology, operational support, and investment management.
Built for Long-Term Success
Maybe your retirement is on the horizon and you're seeking a succession plan. It's important to find the right partner committed to supporting your clients and who's values are in alignment with that of your own.
From Our Partners
How have Fragasso's solutions impacted your business?
“Having worked at Fragasso earlier in my career, I already knew the quality of its people and commitment to clients. Partnering with the firm has given me the resources and confidence to specialize, grow my practice, and spend more time where I add the most value—with my clients.”
Brent Sutherland
Sutherland Wealth Planning
“After working at several national firms, I was looking for a partner that offered both personal service and the resources to grow my practice. Fragasso is structured to offer specialties in all areas of the business such as portfolio management, retirement plan services, technology, operations, and financial planning support. My clients directly benefit from this depth of expertise and resources, and I can focus on building relationships.”
Robert Yelenovsky
The Investment Advisory Group, LLC
“The people and culture at Fragasso gave me the confidence to take the leap into independence. With a dedicated team supporting my practice, I was able to develop and implement efficient processes and systems, maximizing the amount of time I have to spend with clients.”
Bernard E. Carter, Jr.
Carter Wealth Strategy
Questions About Partnering with Fragasso?
Choosing the right partner for financial advisors is an important decision. Explore answers to common questions about our collaborative approach and the resources we have available to benefit you and your clients.
There are two primary candidates:
- Independent financial advisors who are looking for a succession solution due to their upcoming retirement
- Entrepreneurial, independent advisors looking to accelerate the growth of their practice with additional support such as investment management, operations, marketing, and technology
Let's build the future of your business together.
Whether you're planning for succession or exploring resources to stimulate your firm's growth and efficiencies, a confidential conversation is worth exploring.