Frisch Financial Group

A Family-Focused Wealth Management and Investment Firm

Founded in 1999, Frisch Financial Group is a boutique financial planning and investment management firm based in New York and Florida. We provide personalized, comprehensive services to families, retirees, widows/widowers, business owners, and senior executives. Our mission is to help you protect, preserve, and enhance your wealth to achieve your financial goals and live life on your terms.

What Sets Us Apart

We are a fee-only, fiduciary firm which means we operate in your best interest. We are legally and ethically bound to prioritize your needs and provide unbiased advice. Unlike other firms that sell products, we focus on understanding your unique needs and goals to tailor a customized financial plan that works for you.

Our Approach: The Frisch Process

We believe in a holistic approach to wealth management, seamlessly integrating investment management and financial planning into one cohesive strategy. Our process involves:

• Discovery & Goals: Understanding your financial situation, goals, and aspirations.
• Planning & Strategies: Developing a personalized roadmap to achieve your financial objectives.
• Implementation & Review: Putting your plan into action and regularly reviewing its effectiveness.

Areas of Expertise

• Investment Management: Optimizing your investment portfolio to achieve your financial goals.
• Financial Planning: Developing a comprehensive plan covering retirement planning, estate planning, and insurance needs.
• Wealth Management: Comprehensive guidance on tax optimization, estate planning, and wealth preservation.

Who We Serve

• Families: Building a secure financial future for you and your loved ones.
• Retirees: Ensuring a comfortable and secure retirement.
• Widows/Widowers: Providing guidance through financial transitions and planning for the future.
• Business Owners: Protecting and maximizing your business wealth.
• Senior Business Executives: Achieving financial balance and planning for the future.

Our Commitment

At Frisch Financial Group, we treat our clients like family. We listen attentively to your needs, provide personalized advice, and offer continuous support throughout your financial journey. We believe in transparency and open communication, ensuring you are always well-informed and empowered to make confident financial decisions.