Bob Fragasso, CFP®, AIF®, started as a sole practitioner in 1972, forming the Fragasso Group in 1979. The organization moved to an independent broker/dealer and became a registered investment advisor in 1996.
Since then, our firm has grown to employ nearly 50 professionals and has over $1.8 billion under management and advisement. Bob Fragasso and the firm have been recognized consistently by Barron’s as a top independent advisor dating back to 2007 and by Forbes as a top wealth advisor.
Fragasso Financial Advisors is an employee-owned firm 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 strategic and 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 community.
What We Do
At Fragasso Financial Advisors, we believe in independence. After all, we established ours in 1996. Since then, we made it a priority to dedicate resources to help our advisors succeed, such as in-house compliance and portfolio management professionals, industry leading technology platforms, a defined client experience, marketing and more.