Fragasso Financial Advisors

Fragasso Financial Advisors Fragasso Financial Advisors has been making the financial success of our clients personal for over four decades.

Fragasso Financial Advisors provides independent, unbiased investment and financial planning.

*Investment advice offered by investment advisor representatives through Fragasso Financial Advisors, a registered investment advisor. While the company has grown to be a successful independent investment planning firm, one thing has remained constant - our commitment to the highest level of personal se

rvice. Fragasso works primarily on a platform of holistic financial planning. We are primarily a fee-based investment management firm. Our clients consist of individuals, families, business owners, corporations, non-profits and endowments. We assist our clients with a variety of financial planning services, including: retirement planning, educational funding, charitable gifting strategies, tax strategies, business succession planning, life insurance, estate planning and long term care planning. Providing the deep resources of a large firm while maintaining a total focus on the unique needs of clients and their families has always been a critical part of the mission that Chairman and Chief Executive Officer, Bob Fragasso, had in mind from the beginning. Fragasso Financial Advisors employees approximately fifty professionals with 2 offices located in Wexford and McMurray. Investment Advice offered by Investment Advisor Representatives through Fragasso Financial Advisors, a registered investment advisor. Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Fragasso Financial Advisors and Private Client Services are unaffiliated entities. Fragasso Financial Advisors is a Securities Exchange Commission registered investment advisor located in Pittsburgh, Pennsylvania. Fragasso Financial Advisors and its representatives are in compliance with the current filing requirements imposed upon Securities Exchange Commission registered investment advisors by those states in which Fragasso Financial Advisors maintains clients. Fragasso Financial Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Please consult with Fragasso Financial Advisors for further clarification of state registrations.

People are living longer than ever before—and that changes the way we think about financial planning.A longer life means...
06/17/2026

People are living longer than ever before—and that changes the way we think about financial planning.

A longer life means preparing for more than retirement savings alone. From healthcare and taxes to income and legacy planning, every piece of your financial life is connected.

Learn more in our blog by Nicholas Redshaw, CFP®:

https://www.fragassoadvisors.com/the-era-of-the-100-year-life-why-holistic-financial-planning-matter...

Prepare for longevity with 100-year life financial planning. Connect essential financial aspects to help you achieve your lifetime goals.

What makes family philanthropy truly meaningful? It’s not just the amount given — it’s the conversations, shared values,...
06/10/2026

What makes family philanthropy truly meaningful?

It’s not just the amount given — it’s the conversations, shared values, and sense of purpose behind it.

In Fragasso’s latest blog, we explore:
• How families can define a shared philanthropic identity
• Ways to avoid tension when making giving decisions together
• Why communication and governance matter
• How philanthropy can strengthen relationships across generations

Read the full blog here: https://www.fragassoadvisors.com/beyond-giving-a-qa-on-family-philanthropy-and-legacy/

Explore Family Philanthropy and Legacy and strengthen connections across generations through intentional giving and shared values.

The Fragasso team recently spent the afternoon at Pittsburgh Bocce House for our annual team-building event. It was a gr...
06/05/2026

The Fragasso team recently spent the afternoon at Pittsburgh Bocce House for our annual team-building event. It was a great opportunity to connect with colleagues, enjoy some friendly competition, and spend time together outside the office.

Congratulations to Andrew Silver, Jim Sinegal, Will Skidmore, Brent Sutherland, Daniel Tatomir, and Rachel Weaver for taking home the win and securing bragging rights for the year! 🏆

We're grateful to be part of a team that not only works well together but genuinely enjoys spending time together, too!

We’re proud to announce that Fragasso has been recognized as a 2026 5-Star Wealth Management Team by InvestmentNews!We’r...
05/27/2026

We’re proud to announce that Fragasso has been recognized as a 2026 5-Star Wealth Management Team by InvestmentNews!
We’re grateful to our clients for their continued trust and to our incredible team for the care and commitment they bring every day.

Thank you for being part of this journey with us.




Eligible participants were US-based advisory teams consisting of three (3) or more advisors. Teams were required to operate within a registered wealth management or financial advisory firm. The award reflects a combination of quantitative metrics and qualitative editorial assessment based on submitted information. Recognition is based solely on the information provided in submissions and the stated evaluation methodology. No fee was required for nomination or selection consideration. Selection was independent of any advertising, sponsorship, or marketing relationships.

05/15/2026

We’re celebrating a big milestone—Brianne King’s 25 years with Fragasso Financial Advisors!

Brianne has made such a meaningful impact through her dedication, expertise, and care for our clients and team. We’re so grateful for everything she’s contributed over the years.
Congratulations, Brianne!

On Monday, our team spent the morning volunteering with the Veterans Leadership Program (VLP) at a Military Share Food D...
05/13/2026

On Monday, our team spent the morning volunteering with the Veterans Leadership Program (VLP) at a Military Share Food Distribution Event in Braddock.

VLP does incredible work supporting veterans with housing, jobs, wellness services, and more—and we were honored to help out. Our team assisted with preparing, organizing, and handing out food packages to veterans in need.

It was a great day of teamwork, giving back, and connection. Thank you to everyone who volunteered and helped make a difference!

Our new television commercial highlights something we see often:Successful individuals who have built meaningful wealth—...
05/05/2026

Our new television commercial highlights something we see often:

Successful individuals who have built meaningful wealth—but haven’t recently taken a step back to evaluate the full picture.
Our Wealth Assessment is designed to bring structure and clarity to that process.

If you’re ready to take a closer look:

Visit https://canyouaffordtoretire.com/quiz/ to take the quiz now!A Wealth Assessment Quiz is a practical tool that can provide valuable financial insight. M...

The headlines say uncertainty — but the market tells a different story.Why?Our own Jim Sinegal shares insight in a recen...
04/29/2026

The headlines say uncertainty — but the market tells a different story.

Why?

Our own Jim Sinegal shares insight in a recent TribLive article, breaking down what’s really supporting today’s market.

Take a look:

Gas prices are higher. Grocery prices are higher. And the stock market is higher, a combination that, at a glance, wouldn’t seem to make much sense. While the war in Iran and the closure of the Strait of Hormuz roil international commerce, technology stocks have jumped nearly 20% this month

Most business owners assume their exit will fund everything that comes next.The reality is more nuanced.Two gaps—Wealth ...
04/28/2026

Most business owners assume their exit will fund everything that comes next.

The reality is more nuanced.

Two gaps—Wealth Gap and Value Gap—ultimately determine whether that assumption holds.

If they’re not aligned, the outcome can fall short of expectations.

Watch the full video:

The Before the Liquidity Event: Quantifying the Two Gaps That Matter

Retirement isn’t one-size-fits-all — especially for women.Career changes, caregiving, and longer lifespans can quietly s...
04/21/2026

Retirement isn’t one-size-fits-all — especially for women.

Career changes, caregiving, and longer lifespans can quietly shift even the strongest financial plans.

If your life has changed recently, it may be time to take a fresh look.

We created a quick quiz to help you see where you stand and what to consider next.

✨ Take the quiz:
https://canyouaffordtoretire.com/quiz-women-navigating-change/

Address

Sewickley, PA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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