Our Story

AN INDEPENDENT FOUNDATION
Cofounders Neville Frankel and Jill Greenberg entered the financial services industry with the goal of helping people achieve their dreams through responsible financial management. They knew that they wanted to provide only the best investment options and guidance to their clients, free from product quotas and other conflicts of interest. Thus, in 1992, they established Financial Strategy Associates, Inc., as an independent investment management and financial planning firm. 

A CLIENT-FOCUSED PHILOSOPHY
We believe that only by getting to know our clients can we understand their vision of financial success and develop the appropriate strategy with which to pursue that vision. At Financial Strategy Associates, Inc., we understand that financial matters can be stressful for our clients; we do everything we can to understand your concerns and address your needs. Our clients’ best interests are at the heart of every decision we make at the firm. Your well-being is our sole priority. 

A HISTORY OF EXCELLENCE
Financial Strategy Associates, Inc., is known for its independence, objectivity, and results. Throughout the past 20+ years, we have helped hundreds of individual and corporate clients throughout the U.S. in the medical, educational, and professional communities. We are particularly proud of the close, long-term relationships we've established with so many of our clients.