Who We Help

At Frisch Financial Group, we treat our clients like family

Business Owners, Executives & Families

At Frisch Financial Group, we treat our clients like family; their well-being is our number one priority. While our primary areas of expertise are investment management and financial planning, what we provide is far greater. We provide peace of mind, clarity and guidance. How do we do this? We work with you to understand your financial goals, mitigate risk and help you manage the roller coaster of emotions that accompany the ups and downs in the marketplace.

With that in mind, we work with clients who are of the same mindset and who value having a trusted partner help make what can be tough financial decisions. Our clients understand that everything in their lives is interconnected with their financial situation and that we are here to help with all of it. Wealth is not just about money. Wealth is knowledge, love, happiness, curiosity, life experience, etc. Our “wealth” management services help with all types of wealth.

There are three specific types of people who can benefit from some of our specialized expertise not common to all financial advisors:

Small Business Owners (particularly Family-Owned Businesses)
Senior Executives of Large Corporations with Complex Compensation Programs
Families who are Committed to Leaving a Legacy and Creating Multi-Generational Wealth

If you value having a trusted financial partner help you with your “wealth” management, we would love to talk to you!

Sign Up for Our Newsletter

Please input your email address in the box below to start receiving relevant current information pertinent to you. Our eNewsletter covers timely financial news and planning strategies you can put to use.