A Vision Realized
A letter from David Frisch, Founder and CEO
It is with great pride and gratitude that I write this letter to mark the 25th anniversary of Frisch Financial Group. As the founder and CEO, I have been front-row to the remarkable growth and transformation of our company. In June of 1999, I embarked on a mission—to empower others to succeed financially and founded Frisch Financial Group. Little did I know that this humble beginning would evolve into an award-winning, nationally recognized firm. My vision was simple: expert-level financial advice and investment management, delivered with integrity, and always placing clients’ needs first.
Over the years, we have faced many challenges and opportunities, but we have never lost sight of our values and mission. Our clients are the core of the firm, the reason that we exist. We want to thank our clients for your continued trust, support, loyalty and friendship. Working with you is the reason we love what we do.
Frisch Financial continues to invest in people and technology. Today, we are proud to have a team of 16 dedicated professionals. I want to thank our amazing staff, who are the heart and soul of Frisch Financial. Your passion shows through every day in your commitment to our clients.
As we celebrate our 25th anniversary, we reflect on where we have come from and where we are going. Our growth has been organic and would not have been possible without your referrals. Your faith in Frisch Financial means the world to us and we again want to thank you.
We are excited about the future, and the opportunities that lie ahead. We are confident that with our collective skills, experience, and vision, we can overcome any challenges and achieve new heights. Our commitment to you remains unshaken. We are here to empower you with knowledge, to safeguard your wealth, and to guide you toward prosperity.
Walking with you on your financial journey is truly our passion and an honor. Thank you for being part of our journey as we are so proud to be a part of yours.
