Financial Advisors in White Plains, NY
Frisch Financial Group provides dedicated, fee-only wealth management and financial planning to individuals, families, and business owners in White Plains. No products. No commissions. Meet with an advisor locally by appointment.
High-Net-Worth Wealth Management in White Plains, NY
Frisch Financial Group serves individuals, families, retirees, and business owners throughout White Plains and Westchester County with fee-only financial planning and investment management.
As a major business hub outside New York City, White Plains offers convenient access for clients in the area, from Metro-North commuters who call it home to those who work in the downtown business district or around the 777 Westchester Avenue commercial corridor.
Our advisory team travels to White Plains to discuss financial goals and long-term plans so you don’t need to travel into the city. As a fiduciary firm, our focus remains on delivering objective recommendations tailored to your unique financial circumstances and long-term goals.
What We Do For You in White Plains
Investment Management
Our investment management approach focuses on building and maintaining portfolios aligned with your financial objectives, time horizon, and comfort with risk. We provide ongoing portfolio oversight, tax-aware investment strategies, and regular reviews to help keep your plan aligned with changing markets and life events.
Financial Planning
Our financial planning process helps you evaluate the financial decisions that shape your future, including tax planning opportunities, cash flow management, insurance needs, retirement readiness, education funding goals, and other long-term priorities. We work collaboratively with you to create a personalized plan that evolves as your life and objectives change.
Wealth Management Services
Effective wealth management brings together multiple areas of your financial life into one coordinated strategy. We help you integrate investment management, retirement planning, tax planning, estate considerations, and wealth preservation into a comprehensive plan designed to support long-term financial success.
Retirement Planning
Whether retirement is years away or already underway, we help you evaluate income needs, Social Security decisions, investment strategies, and long-term financial projections. Our goal is to help you make informed decisions about your retirement future with greater confidence.
End of Life Planning
Major life transitions often involve important financial decisions. We help individuals and families address legacy planning goals, beneficiary considerations, estate planning discussions, and other financial matters that help provide clarity during significant life changes.
Business Owner Planning
Business owners face financial considerations that often extend beyond personal finances. We help you evaluate retirement planning opportunities, investment strategies, tax-efficient planning techniques, and long-term wealth preservation while balancing the demands of running a business.
Who We Work With
Frisch Financial Group works with individuals, families, and business owners throughout White Plains and Westchester County seeking fee-only financial planning and investment management. As financial advisors serving White Plains, NY, we work with clients navigating retirement planning, investment management, and long-term financial decisions.
We also help guide pre-retirees as they prepare for their post-work years, retirees focused on income planning, and widows or widowers navigating significant financial transitions.
Serving Westchester County and Surrounding Communities
Our location in White Plains allows us to serve clients throughout Westchester County, enabling responsive, personalized support right where you live and work. Our fee-only advisors regularly work with families, retirees, and business owners in nearby communities including:
- Scarsdale
- Rye
- Larchmont
- Briarcliff Manor
- Chappaqua
Meet Your White Plains Advisors
Our team includes experienced financial planners and wealth advisors who work closely with you to provide personalized guidance, objective advice, and long-term financial planning support.
Frisch Financial Group Advisors Serving White Plains
David A. Frisch, CPA, CFP®, PFS
Founder and CEO
David Frisch founded Frisch Financial Group in 1999 with a vision of delivering highly personalized financial advice through an ethical, conflict-free approach. His work focuses on helping clients simplify complex financial situations, preserve wealth across generations, and develop thoughtful strategies aligned with their long-term goals. David has been recognized by Forbes among New York’s Best-in-State Wealth Advisors.*
Jason M. Sacks, CFP®
President and Wealth Advisor
Jason M. Sacks, CFP®, joined Frisch Financial Group in 2006 and was named President of the firm in 2025 after nearly two decades of leadership and service. In addition to helping guide the firm’s strategic vision, Jason works closely with clients to develop long-term financial plans and customized investment strategies that reflect their goals and priorities.
Joyce A. Streithorst, CFP®, MSFS, CDFA
Principal and Wealth Advisor
Joyce Streithorst, CFP®, MSFS, CDFA, has dedicated her career to helping clients navigate complex financial decisions with confidence. She specializes in financial and tax planning and is particularly known for helping individuals through major life transitions, including divorce, the loss of a spouse, and sudden wealth events. Her industry recognitions include Forbes Top Women Wealth Advisors, New York’s Best-in-State Wealth Advisors, and Crain’s New York Business Notable Women in Financial Advice.*
Shawn P. Gallagher, CFP®, CRPC
Principal and Wealth Advisor
Shawn P. Gallagher, CFP®, CRPC, specializes in financial planning and portfolio allocation strategies tailored to each client’s unique goals and priorities. Since joining the firm in 2015, he has built a reputation for taking the time to understand what matters most to clients and creating personalized plans designed around those objectives. Shawn became a Principal of the firm in 2022 and was recognized by Long Island Business News with its Executive Circle Award in 2025.*
View the full Frisch Financial Group team here.
*Criteria for all awards can be found via the Awards page.
Connect With Our White Plains Office
Whether you’re planning for retirement, managing investments, or looking for ongoing financial guidance, our team is here to help.
Meetings at our White Plains office are available exclusively by advanced appointment. Fill out the form below, and we will contact you to coordinate a convenient time.
Contact
Frisch Financial Group
445 Broad Hollow Road
Suite 215
Melville, NY 11747
Phone: 516-694-7900
Fax: 516-694-7901