Intelligent Wealth Management Tailored For Your Life

Our mission is to help our clients protect, preserve, and enhance their wealth. We achieve this by combining our investment management expertise with our financial planning services. Our co-management approach offers customization of portfolios and client involvement. As a fee only advisor, we do not sell any products and therefore, provide unbiased advice. Our clients always come first.

CONTACT US NOW

Frisch Financial Group Celebrates 20th Anniversary

At Frisch Financial, we greatly appreciate each of the clients and the many business partners who have traveled this path with us. While some of our relationships have begun as recently as this month, there are those who have been with us from the beginning. As we celebrate this major milestone, we are honored that so many have chosen to work with Frisch Financial and we look forward to continuing to provide our clients with financial management, advice and guidance long into the future.

WHO WE SERVE

Who We Serve

We have long term relationships with our clients who value having a trusted partner to provide clarity and guidance for complex financial decisions. Many of our clients are senior business executives, business owners, and families who are committed to securing multi-generational wealth.

Business Owners

Owners and leaders of privately held and family businesses

Families

Families focused on creating multi-generational wealth

Executives

Executives with complex compensation packages

Professional Wealth Management

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 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.

Investment Management

Custom unbiased portfolio management based on client goals, risk tolerance, and tax.

Financial Planning

Comprehensive financial planning is an ongoing process adjusted with life’s changes.

HOW WE WORK

How We Work Together

We will work together with you to define your goals and create an individualized plan to help you reach them.

Cares for Me Like Family

Helps me and my family understand our  financial options, and works towards our goals, and is always on my side through ups and downs. They do the worrying for  us and help us build and protect our legacy.

Creates a Plan that’s Right for Me

Listens to and understands 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’ll have the resources I need to meet future goals.
LATEST NEWS

Latest News

Financial education is important to us. We share educational material that can help you make important financial decisions.

What is a Living Will and Why Do I Need One?

What is a Living Will and Why Do I Need One?

Using Advance Directives to Guide Your Medical Care “You do not need to put me on a ventilator.  Keep it for the younger patients, I have had a beautiful life.”  As reported in The Brussels Times, Suzanne Hoylaerts, a 90-year-old Belgian woman, made this decision...

Family Financial Planning Guide

Family Financial Planning Guide

How to Do Financial Planning for Families Financial planning for families doesn’t have to be overwhelming.  Whether a family is comprised of young newlyweds looking to create a solid plan for the future, middle-aged income earners eyeing both retirement and...

Questions to Ask a Financial Advisor Before Hiring

Questions to Ask a Financial Advisor Before Hiring

How to Find a Financial Advisor Who is Right for You Hiring financial advisors is not something most people do every day.  With the uncertainty of any unfamiliar task comes questions.  Should I hire a financial advisor?  How do I know when to hire a financial...

Financial Education Matters

When you sign up to receive our Newsletter, we keep you informed with financial updates, educational articles, and breaking news.

     Our Locations

          Reach Us

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

1140 Avenue of the Americas 9th Floor
New York, NY 10036
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