Industry: Social Services

Frisch Financial Group, while primarily recognized as a financial consultancy, also offers socially responsible services that align with the values and goals of clients seeking financial guidance tied to ethical and community-oriented principles. Through their holistic wealth management approach, they cater to individuals and families looking to integrate philanthropy and charitable giving into their long-term financial plans. Their advisors support clients on how to strategically structure donations, set up charitable foundations, and pursue giving strategies that benefit both the community and the clients’ financial well-being.

A distinguishing aspect of Frisch Financial Group’s social service contribution lies in their specialization in advising clients on socially responsible investing (SRI) and environmental, social, and governance (ESG) strategies. These offerings empower clients to align their investment portfolios with their societal values, such as environmental preservation, social justice, and corporate responsibility. The firm’s fiduciary standard further ensures a commitment to ethical and client-first solutions. Frisch Financial is also active in community outreach and public education, providing financial literacy resources aimed at improving financial well-being across diverse populations.

Key Services:

– Socially Responsible Investing (SRI) strategies
– ESG (Environmental, Social, Governance) portfolio management
– Charitable giving and philanthropic financial planning
– Estate planning with charitable components
– Financial literacy initiatives for individuals and families
– Fiduciary financial guidance with a values-based approach