Founded in 1999, Frisch Financial Group provides a boutique experience with a personalized, high-touch approach to customizing your roadmap to financial success. Our mission is to help you protect, preserve, and enhance your wealth through investment management and financial planning.
We bridge your long-term financial wellness by combining our expertise in investment management and financial planning into one holistic approach. Wealth is not just about money; it is about security, financial peace of mind, and living the life you have always wanted. We are fee-only, fiduciary advisors, legally and ethically bound to work in your best interest, providing unbiased advice explained with clarity and guidance to help you achieve your goals. When you are a Frisch Financial Group client, you are family, and we work with you like family, treating life as a journey and helping you make decisions that bring you and your family financial security at every point along the way.
Fee-only advisor model ensuring unbiased advice
Comprehensive wealth management combining investment management and financial planning
Personalized, high-touch boutique experience
Multi-advisor, team approach with experienced professionals
Fiduciary responsibility legally and ethically bound to client best interests
Services
Investment Management
Frisch Financial helps design a personalized plan for your investment portfolio, integrating fundamental and tactical management, low-cost investments, a wide range of investment vehicles, and tax-efficient strategies.
Creating the bridge to your financial future involves applying a meticulous process and technique in a dynamic world, evaluating goals, needs, tax situation, and risk profile to customize a plan that complements the realities and dreams of your life.
Our professionals combine investment management expertise with financial planning services to develop a personalized plan for clients, providing guidance to achieve their definition of financial success.
The Frisch Process is a method used by Frisch Financial to simplify clients' financial complexities through unbiased, fee-only advice.
How does Frisch Financial ensure unbiased advice? +
As a fee-only advisor, Frisch Financial does not sell any products, ensuring advice is unbiased and in the client's best interest.
What types of clients does Frisch Financial serve? +
Frisch Financial serves families, women, retirees, widows/widowers, end-of-life planners, trustees, medical diagnosis planners, business owners, and senior business executives.
What are the core services offered by Frisch Financial? +
The core services include Investment Management, Financial Planning, and Wealth Management, each tailored to individual client needs.
What is End-of-Life & Medical Diagnosis Planning? +
End-of-Life & Medical Diagnosis Planning involves making personal, financial, and medical decisions to ensure financial stability for oneself and loved ones during challenging times.
How does Frisch Financial support business owners? +
Frisch Financial helps business owners separate personal finances from business finances, providing expertise in both areas to maximize rewards and manage risks.
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