Who We Are

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 $1.5 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.

We’re here to provide solutions to 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

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.

 

Our Mission

We guide our clients to the realization of their goals through holistic financial planning and unbiased investment management.  We are objective with an uncompromising commitment to trusted, personalized client relationships and measurable results.

Paul Mehno, CHFC®, RICP®

Vice President, Financial Advisor
Fragasso Financial Advisors

“Prior to joining Fragasso, I was a career agent with a very large insurance and investment company. As I began exploring my options for succession planning, it became clear to me that most companies were more concerned with how my transition benefitted them. With Fragasso, I always felt they were genuinely concerned about the things which were most important to me, which are the client experience and becoming part of a firm that will take care of my clients in the future after I retire.

From the beginning, I knew I made the right decision. Fragasso is experienced in handling a transition. The strategy was mapped out prior to onboarding, and my input was considered during the process. Training was available during pre-transition and ongoing in group settings and individually.”