Intelligent Wealth Management Tailored for Your Life

Caring Trust Expertise

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Sophisticated Strategies for Complex Financial Situations

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Your Business is More than an Asset; It's Your Life

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Building, Creating, and Preserving Your Family Legacy

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Who We Serve

Frisch Financial Group is a fee-only investment management and financial planning firm that has been recognized as one of New York's Top 10 Financial Advisory Firms in 2016 and one of the Top 9 in 2017 by AdvisoryHQ, as well as The Women’s Choice Award® winner five years in a row (2013 - 2017). We are a trusted partner for wealth management assistance for senior corporate executives, small business owners, and families focused on creating a legacy.


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How we take care of you.

Cares for me like family

  • Helps me and my family understand our financial options, and work towards our goals
  • Is always on my side, through ups and downs; “David does the worrying for me”
  • Helps me build and protect my legacy

Creates a plan that’s right for me

  • Listens to understand 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 will have the resources I need to meet future goals

Meet The Team

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Contact Us

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 help 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.



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

100 Park Ave
Suite 1600
New York, NY 10017
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

Our headquarters is located on Long Island. Client meetings are available in all office locations.







Our Mission

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