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About Fragasso Financial Advisors

Fragasso Financial Advisors is an independent, employee-owned financial services firm based near Pittsburgh, Pennsylvania. Founded in 1972 by Robert Fragasso, the firm became a registered investment advisor in 1996 and adopted its current name in 2016. Operating under an employee stock ownership trust, Fragasso aligns its interests with those of its clients. The firm offers a wide range of financial services, including holistic financial planning, investment management, retirement planning, estate planning, and business succession planning. They also provide strategies for charitable giving, education funding, income tax reduction, life insurance, long-term care cost analysis, and multigenerational planning. Fragasso Financial Advisors serves a diverse clientele, including individuals, families, business owners, institutions, and nonprofit organizations, representing approximately 2,000 households. The firm is known for its strong client retention and satisfaction.

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