by Fragasso Financial Advisors, a cornerstone in the financial advising landscape, is proud to share its recent accolade from Barron’s 2023 – being ranked nationally as No. 68 on the Top Independent Financial Advisors list, and he is No. 2 in Western PA. Robert Fragasso, the visionary CEO of Fragasso Financial Advisors, has been a recurrent feature on Barron’s America’s Top Independent Advisors list nearly every year since the program began. This continuous recognition underpins the firm’s excellence in regulatory adherence, production, quality of practice, and a profound sense of duty towards community philanthropy.
Robert Fragasso’s consistent dedication has not only fortified the firm’s reputation in Western Pennsylvania but has also allowed him to clinch the second spot among the region’s elite financial advisory entities this year. Moreover, Fragasso Financial Advisors has emerged as the seventh-best wealth management firm across Pennsylvania.
The distinction of Barron’s Top Independent Advisors is based on comprehensive data gathered from approximately 6,000 of America’s most accomplished advisors. This analysis integrates factors like assets under management, revenue for the firm, practice quality, regulatory record, and contributions to philanthropy. It’s noteworthy that investment performance isn’t part of this evaluation due to the absence of audited outcomes and the role client risk tolerance plays in determining these figures.
At the core of Fragasso Financial Advisors lies a steadfast commitment to empowering individuals, families, businesses, and nonprofits in their financial pursuits. Each client benefits from a dedicated ensemble of financial experts who rigorously assess objectives, address challenges, and monitor progress. Backed by an adept in-house portfolio management team, the firm ensures streamlined investment management for all its clientele.
Beyond the primary services of investment management and financial planning, Fragasso extends a comprehensive suite of solutions. This includes business succession planning, gifting strategies for families and charities, education financing, executive benefits, retirement plan management for employers, estate planning, fiduciary collaborations, all-encompassing financial planning, tax minimization tactics, investment management, life insurance provisions, long-term care cost analysis, multi-generational planning, retirement planning for individuals, and proficient stock option management.
For more information about Fragasso Financial Advisors and their offerings, please visit https://www.fragassoadvisors.com/.
Investment advice offered by investment advisor representatives through Fragasso Financial Advisors, a registered investment advisor.
About Fragasso Financial Advisors, Inc.
A stalwart in the financial world, Fragasso Financial Advisors operates as an independent, primarily fee-based, employee-owned financial advisory establishment. Since its inception in 1972, the firm has been providing personalized financial planning and investment management services to individuals and businesses. With a focus on long-term relationships and a commitment to providing the highest level of service, Fragasso Financial Advisors is a fiduciary, acting in their clients’ best interests with every decision.
Media Contact
Company Name
Fragasso Financial Advisors
Contact Name
Marsha Posset
Phone
412-227-3206
Address
3402 Washington Road
City
McMurray
State
PA
Postal Code
15317
Country
United States
Website
https://www.fragassoadvisors.com/
COMTEX_442534593/2737/2023-10-27T10:03:13
Julian Lopez is professor emeritus of finance, served as the founding academic affairs dean and founding chair of the finance department.
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No journalist was involved in the writing and production of this article.