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.

07/15/2026

The Summer Edition of The Advisor is here!

Every day, we're flooded with headlines, emails, social media updates, and endless notifications. With so much information competing for our attention, the challenge isn't finding more information—it's knowing what truly matters.

In this issue of The Advisor, our team explores how thoughtful decision-making can help investors, business owners, and families cut through the noise and stay focused on what matters most. We hope these insights provide valuable perspective as you navigate today's ever-changing financial landscape.

Download the Summer Edition here: https://www.fragassoadvisors.com/resourcetype/magazine-download/

Three times a year, the financial professionals at Fragasso Financial Advisors publish a magazine with timely and relevant information on investment strategies, financial planning tactics, retirement and insurance planning advice.

07/14/2026

Just announced: “CLE at Animal Friends: Paws and Laws Regarding Four-Legged Family Members,” a two-credit substantive , will take place Thursday, August 13, at 3:00 p.m. at Animal Friends. Explore how pets are treated in today’s evolving legal landscape, including estate planning, family disputes, and the rights and distinctions related to service dogs and therapy animals. A networking reception will follow, with an opportunity to mingle with pets, courtesy of Fragasso Financial Advisors. https://buff.ly/RMrxQ7f

We're proud to share that Michael Godwin, CFA®, Chief Investment Officer at Fragasso Financial Advisors, was recently fe...
07/06/2026

We're proud to share that Michael Godwin, CFA®, Chief Investment Officer at Fragasso Financial Advisors, was recently featured in the Pittsburgh Post-Gazette, where he offered his perspective on the role cryptocurrency may play within a retirement portfolio.

As digital assets continue to evolve, investors are faced with important questions about risk, diversification, and long-term planning. Michael shares thoughtful insights on why cryptocurrency should be viewed within the context of an overall investment strategy, not in isolation.

Read the full article here: https://www.post-gazette.com/business/money/2026/07/06/cryptocurrency-retirement-portfolio-bitcoin/stories/202607050043

Few investments have divided investors as sharply as cryptocurrency. To some, it’s the future of finance and a once-in-a-generation opportunity to...

Today we're revisiting a blog post that reminds us that while the world is constantly changing, good financial advice ne...
06/25/2026

Today we're revisiting a blog post that reminds us that while the world is constantly changing, good financial advice never goes out of style.

Whether you're changing jobs, returning to the workforce, or pursuing a new opportunity, thoughtful planning can help turn a career transition into a financial opportunity.

Check out: Navigating a Job Transition: Smart Financial Moves for Women, for insights that remain just as valuable today.

Read more: https://www.fragassoadvisors.com/navigating-a-job-transition-smart-financial-moves-for-women/

Discover smart financial moves to help ensure stability amidst job changes and unique challenges women face in their finances.

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!

Address

Sewickley, PA

Opening Hours

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

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