Founded in 1999, Frisch Financial Group provides a boutique experience with a personalized, high-touch approach to customizing your roadmap to financial success.
Mission/Vision
Our mission is simple – to help you protect, preserve, and enhance your wealth.
Twenty-plus years in business has taught us a great deal, especially how to provide exceptional service, earn trust, and how to counsel individuals and families to make wise, informed financial decisions so you can achieve your milestones and dreams.
The Frisch Financial Group bridges your long-term financial wellness, by combining our expertise in investment management and financial planning into one holistic approach.
Philosophy
Wealth is not just about money. Wealth is about security, financial peace of mind and living the life you have always wanted.
We are fee-only, fiduciary advisors, legally and ethically bound to work in your best interest. We do not sell products. Frisch Financial Group provides unbiased advice explained with clarity, and guidance to help you achieve your goals.
When you are a Frisch Financial Group client, you are family, and we work with you like family. We treat life as a journey and help you make decisions that bring you and your family financial security at every point along the way.
When you come to Frisch Financial Group, you can expect:
- To be heard – Your overall wants, needs & goals are heard…so together we create an achievable financial plan
- To be advised – You get financial advice that is unbiased and in your best interest.
- To understand – Your complex financial situation is organized, prioritized and simplified
- To have communication – You receive regular communication, to know what is going on
- To be involved – You’re involved every step of the way
- To be educated – You will be prepared to make informed financial decisions
- To be cared for – You won’t be alone as you navigate some of your most difficult times
Get to know Frisch Financial Group
- Founded in 1999
- Fiduciary
- Comprehensive Wealth Management
- Boutique Experience
- Multi-Advisor, Team Approach
- Fee-Only, Conflict-Free Advice
