Fragasso Financial Advisors, a leading financial advisory firm, is proud to announce that it has been included in Barron’s 2023 Best Financial Advisors in the United States. Robert Fragasso, CEO of Fragasso Financial Advisors, has been named to the Barron’s America’s Top 1,200 Independent Advisors list most all years since the program’s inception. It is a testament to the company’s production, regulatory record, quality of practice, and philanthropic commitment to their community.
For the past four years, Robert Fragasso has maintained the number one spot for advisors listed in Western Pennsylvania. This year, Fragasso retained his place at the top as a Pittsburgh wealth management firm in Western Pennsylvania and ranked seventh place in the entire state.
Barron's Top 1200 Independent Advisors list is determined by data provided by roughly 6,000 of the most successful advisors in the U.S. The rankings consider factors such as assets under management, revenue generated for the firm, quality of practice, regulatory record, and philanthropic work; investment performance is not included due to the lack of audited results and the influence of clients' risk tolerance on performance figures.
Fragasso Financial Advisors works with individuals, families, businesses, and nonprofits in pursuing their financial goals through sounds investment management and financial planning. A dedicated team of financial professionals is assigned to every client, with a focus on their objectives, challenges, and progress. With the assistance of the in-house portfolio management team, seamless investment management is provided on behalf of all clients.
In addition to their core services of investment management and financial planning, Fragasso’s holistic approach encompasses business succession planning, charitable and family gifting strategies, education funding, executive benefits, employer-sponsored retirement plan management, estate planning, fiduciary partnership, holistic financial planning, income tax reduction strategies, investment management, life insurance, long-term care cost analysis, multigenerational planning, personal retirement planning, and stock option management.
For more information, 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.
Fragasso Financial Advisors is an independent and employee-owned, primarily fee-based financial advisory firm that has been providing personalized financial planning and investment management services to individuals and businesses since 1972. 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
610 Smithfield St #400
City
Pittsburgh
State
PA
Postal Code
15222
Country
United States
Website
https://www.fragassoadvisors.com/
