Fragasso Wealth Advisors

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Fragasso Wealth Advisors Fee-based financial planning and portfolio management, guided by a fiduciary commitment to your best interests. Independent and employee-owned since 1972.

Fragasso Wealth Advisors considers the privacy of its clients to be of fundamental importance and has established a policy to maintain the confidentiality of the information you share with us. Our approach is centered on comprehensive financial planning and investment management, helping individuals, families, business owners and organizations bring greater clarity and coordination to their financial lives. Our services encompass investment management, retirement planning, tax planning strategies, estate planning strategies, charitable giving, business exit and succession planning, risk management and other areas of wealth planning. Through ongoing collaboration, our professionals help clients navigate complex financial decisions, significant life transitions and evolving goals. As our firm has grown, our focus has remained the same: understanding each client's unique needs and delivering thoughtful strategies and highly personalized service.
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Investment advisory products and services offered through Fragasso Wealth Advisors, a registered investment advisor. Fragasso Wealth Advisors is a Securities Exchange Commission registered investment advisor located in Pittsburgh, Pennsylvania. Fragasso Wealth 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 Wealth Advisors maintains clients. Fragasso Wealth 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 Wealth Advisors for further clarification of state registrations.

A message from  Robinette, CEO of Fragasso Wealth Advisors:๐— ๐—ผ๐—ฟ๐—ฒ ๐˜๐—ต๐—ฎ๐—ป ๐Ÿฑ๐Ÿฌ ๐˜†๐—ฒ๐—ฎ๐—ฟ๐˜€ ๐—ฎ๐—ด๐—ผ, ๐—บ๐˜† ๐—ณ๐—ฎ๐˜๐—ต๐—ฒ๐—ฟ ๐—ณ๐—ผ๐˜‚๐—ป๐—ฑ๐—ฒ๐—ฑ ๐—™๐—ฟ๐—ฎ๐—ด๐—ฎ๐˜€๐˜€๐—ผ ๐˜„๐—ถ๐˜๐—ต ๐—ฎ ๐˜€๐—ถ๐—บ...
10/09/2026

A message from Robinette, CEO of Fragasso Wealth Advisors:

๐— ๐—ผ๐—ฟ๐—ฒ ๐˜๐—ต๐—ฎ๐—ป ๐Ÿฑ๐Ÿฌ ๐˜†๐—ฒ๐—ฎ๐—ฟ๐˜€ ๐—ฎ๐—ด๐—ผ, ๐—บ๐˜† ๐—ณ๐—ฎ๐˜๐—ต๐—ฒ๐—ฟ ๐—ณ๐—ผ๐˜‚๐—ป๐—ฑ๐—ฒ๐—ฑ ๐—™๐—ฟ๐—ฎ๐—ด๐—ฎ๐˜€๐˜€๐—ผ ๐˜„๐—ถ๐˜๐—ต ๐—ฎ ๐˜€๐—ถ๐—บ๐—ฝ๐—น๐—ฒ ๐—ฏ๐—ฒ๐—น๐—ถ๐—ฒ๐—ณ: ๐—ฟ๐—ฒ๐—น๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€๐—ต๐—ถ๐—ฝ๐˜€ ๐—ฎ๐—ป๐—ฑ ๐˜€๐—ผ๐˜‚๐—ป๐—ฑ ๐—ฎ๐—ฑ๐˜ƒ๐—ถ๐—ฐ๐—ฒ ๐˜€๐—ต๐—ผ๐˜‚๐—น๐—ฑ ๐—ฎ๐—น๐˜„๐—ฎ๐˜†๐˜€ ๐—ฐ๐—ผ๐—บ๐—ฒ ๐—ณ๐—ถ๐—ฟ๐˜€๐˜.

Today, Iโ€™m proud to carry that legacy into our next chapter as ๐—™๐—ฟ๐—ฎ๐—ด๐—ฎ๐˜€๐˜€๐—ผ ๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐—”๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ผ๐—ฟ๐˜€.

Iโ€™ve had the privilege of experiencing this firm from many perspectivesโ€”first as the founderโ€™s daughter, then through two decades serving clients as a financial advisor, and now as CEO.

Our new name reflects how much Fragasso has grown while honoring the principles that have guided us since 1972.

Iโ€™m incredibly proud of where weโ€™ve been and excited about whatโ€™s ahead.

๐—ช๐—ฒ๐—น๐—ฐ๐—ผ๐—บ๐—ฒ ๐˜๐—ผ ๐—™๐—ฟ๐—ฎ๐—ด๐—ฎ๐˜€๐˜€๐—ผ ๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐—”๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ผ๐—ฟ๐˜€.

10/06/2026

๐—” ๐—ป๐—ฒ๐˜„ ๐—ป๐—ฎ๐—บ๐—ฒ ๐—ณ๐—ผ๐—ฟ ๐˜„๐—ต๐—ฎ๐˜โ€™๐˜€ ๐—ป๐—ฒ๐˜…๐˜.

Today, Fragasso Financial Advisors becomes ๐—™๐—ฟ๐—ฎ๐—ด๐—ฎ๐˜€๐˜€๐—ผ ๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐—”๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ผ๐—ฟ๐˜€.

Our new name and brand reflect how far weโ€™ve comeโ€”from our Pittsburgh beginnings in 1972 to an employee-owned firm entrusted with $2.8 billion in client assets today.

Same people. Same principles. A new name for whatโ€™s next.

๐—ช๐—ฒ๐—น๐—ฐ๐—ผ๐—บ๐—ฒ ๐˜๐—ผ ๐—™๐—ฟ๐—ฎ๐—ด๐—ฎ๐˜€๐˜€๐—ผ ๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐—”๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ผ๐—ฟ๐˜€.

๐—˜๐˜…๐—ฝ๐—น๐—ผ๐—ฟ๐—ฒ ๐—ผ๐˜‚๐—ฟ ๐—ป๐—ฒ๐˜„ ๐˜„๐—ฒ๐—ฏ๐˜€๐—ถ๐˜๐—ฒ โ†’ www.fragassoadvisors.com

10/02/2026

Congratulations to Mallory Labik on 10 years with the firm.

Throughout her time at Fragasso, Mallory has been a valued member of our team, bringing dedication, professionalism, and a commitment to supporting our clients and colleagues.

We're grateful for all she has contributed over the years and are proud to celebrate this milestone.

Please join us in congratulating Mallory on 10 years with Fragasso!

We have something to celebrate! ๐ŸŽ‰Fragasso has been ranked No. 9 in the medium company category in the Pittsburgh Busines...
09/18/2026

We have something to celebrate! ๐ŸŽ‰

Fragasso has been ranked No. 9 in the medium company category in the Pittsburgh Business Timesโ€™ Best Places to Work!
This recognition is shaped by employee feedback, making it especially meaningful to our team. Thank you to everyone at Fragasso for the contributions you make to our culture and workplace each day.

Congratulations to all of this yearโ€™s honorees!

For business owners, planning for what comes next can be just as important as building what you have today.Fragassoโ€™s Ch...
09/11/2026

For business owners, planning for what comes next can be just as important as building what you have today.

Fragassoโ€™s Christine Robinette and Bryan Reft recently joined Jonathan Kersting of the Pittsburgh Technology Council to discuss equity compensation, employee ownership, ESOPs and the importance of planning ahead for an eventual business transition.

๐ŸŽง Watch or listen to From Equity to Exit: Fragasso Talks Equity Compensation, ESOPs and Exit Planning:
https://www.pghtech.org/podcasts/Fragasso_1

Robinette Reft

For entrepreneurs, building a successful company is only part of the equation.

08/19/2026

For nonprofits, greater impact doesnโ€™t always mean going it alone.

Strategic collaboration can help organizations expand their reach, share valuable resources and strengthen their position when pursuing grant fundingโ€”all while creating more coordinated support for the communities they serve.

In our latest blog, T.J. Drost, CFPยฎ, CAPยฎ, AIFยฎ, CFSยฎ, explores how nonprofit partnerships can create new opportunities for sustainable growth and greater long-term impact.

Read the full blog: https://www.fragassoadvisors.com/strengthening-nonprofit-impact-through-collaboration/

Your business may be your most valuable assetโ€”but do you know what truly drives its value?Beyond revenue and profits, fa...
08/11/2026

Your business may be your most valuable assetโ€”but do you know what truly drives its value?

Beyond revenue and profits, factors such as leadership, client relationships, operational strength, and company culture can have a significant impact on enterprise value.

In our latest article, we explore why successful exit planning begins long before a sale is on the horizon.

Read more: https://www.fragassoadvisors.com/the-hidden-drivers-of-business-value-why-exit-planning-starts-long-before-the-sale/

Learn what influences the drivers of business value and avoid costly mistakes when planning for your business exit strategy.

07/14/2026

Just announced: โ€œCLE at Animal Friends: Paws and Laws Regarding Four-Legged Family Members,โ€ a two-credit substantive , will take place Thursday, August 13, at 3:00 p.m. at Animal Friends. Explore how pets are treated in todayโ€™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, CFAยฎ, Chief Investment Officer at Fragasso Financial Advisors, was recently fe...
07/06/2026

We're proud to share that Michael Godwin, CFAยฎ, 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, itโ€™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.

Address

Sewickley, PA

Opening Hours

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

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