Intelligent Wealth Management Tailored for Your Life

Caring Trust Expertise

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Sophisticated Strategies for Complex Financial Situations

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Your Business is More than an Asset; It's Your Life

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Building, Creating, and Preserving Your Family Legacy

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Who We Serve

"Frisch Financial Group is a fee-only investment management and financial planning firm that has been recognized as one of New York's Top 10 Financial Advisory Firms in 2016 by AdvisoryHQ, as well as The Women’s Choice Award® winner four years in a row (2013, 2014, 2015, 2016). We are a trusted partner for wealth management assistance for senior corporate executives, small business owners, and families focused on creating a legacy."

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How we take care of you.


Cares for me like family

  • Helps me and my family understand our financial options, and work towards our goals
  • Is always on my side, through ups and downs; “David does the worrying for me”
  • Helps me build and protect my legacy

Creates a plan that’s right for me

  • Listens to understand what I want to accomplish – for myself and my family
  • Makes sure I understand all the pieces of my financial picture
  • Provides unbiased opinions and recommendations, based on what’s right for me

Trusted financial experts

  • Provides unbiased information and advice about all aspects of my financial picture
  • Works with me to develop a customized plan to reach my goals – and helps make sure I stay on track to meet those goals
  • Helps me make smart decisions now so I will have the resources I need to meet future goals

Meet The Team

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Contact Us

You work hard, and life’s been good to you. You’re planning ahead, and want to know you’ll have the resources you need to
provide the lifestyle you want – for you, and your family. We’ll help keep you on the right path by combining investment strategies
with a financial plan designed to preserve what you have, while achieving what you want. In an ever-changing world, we’re driven by what’s right for you.

LETS WORK TOGETHER

OUR OFFICES

445 Broad Hollow Road
Suite 215
Melville, NY 11747
P: 516-694-7900
F: 516-694-7901


100 Park Ave
Suite 1600
New York, NY 10017
P: 212-983-8444
F: 212-983-8151

2202 N. West Shore Blvd
Suite 200
Tampa, FL 33607
P: 813-639-7580
F: 813-639-7501


777 Westchester Ave
Suite 101
White Plains, NY 10604
P: 914-696-0800
F: 914-696-0808


Our headquarters is located on Long Island. Client meetings are available in all office locations.


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Our Mission

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