When it comes to managing your organization’s endowment plan or running a foundation, it’s good to know that your financial partner listens to your concerns. At Fragasso, we are committed to adding extraordinary value by helping you comprehensively manage the best endowment investment plan and continually monitoring the fund's assets – helping to reduce your fiduciary liability.
Fragasso Financial Advisors is a fee-based planning firm. We have a vested interest in seeing our clients’ assets grow. And we sell no internal or proprietary products – every recommendation that we make has your best interest in mind. And that’s what we mean by personal.