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.
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
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 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
Creates a Plan that’s Right for Me
Trusted Financial Experts
Latest News
Financial education is important to us. We share educational material that can help you make important financial decisions.
New Rules on Charitable Giving
Benefits for Those Who Make Charitable Contributions When the CARES (Coronavirus Aid, Relief, and Economic Security) Act passed in March 2020, changes were made to the charitable deductions tax filers could take. Under this act, these changes were only effective in...
The Taxpayer Certainty and Disaster Tax Relief Act of 2020
Part of the Consolidated Appropriations Act of 2021 (CAA) What You Need to Know The Taxpayer Certainty and Disaster Tax Relief Act of 2020, a part of the Consolidated Appropriations Act of 2021, was signed into law by then-President Trump on December 27, 2020. ...
Clean Energy
Biden's Plan The U.S. Environmental Protection Agency (EPA) defines clean energy as “renewable energy, energy efficiency and efficient combined heat and power.” The process of producing and using electricity results in greenhouse gases and emission of other...
Financial Education Matters
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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