Our Story

How we began.

Joel Isaacson envisioned a firm where advisers and clients worked together to help clients achieve their goals. He founded Joel Isaacson & Co. in May of 1993, and was joined by other wealth management and tax strategists who shared the same passions, work ethics and ideologies. They did not believe in selling products. They believed in helping clients realize their dreams through objectivity and personal accountability.

Who we are today.

Today, this commitment is stronger than ever. We have grown into a larger team of experienced professionals who share common values. At Joel Isaacson and Co., we believe in a big picture approach to managing our clients’ wealth. We spend quality time with each client, getting to know them, their hopes, and their dreams. Then we provide each client with a wealth management plan that is uniquely their own. Clients think of us as their financial quarterback or personal CFO, designing the right strategy, executing on the plan, and staying on top of their situation to modify their strategy if and when needed.

Who we serve.

Our clientele is comprised of high net worth individuals and families, as well as business owners, executives and entrepreneurs looking to grow their wealth through a combination of sophisticated planning, investment management and integrated tax strategies. They include, but are certainly not limited to:

  • Individuals and couples planning for or in retirement.
  • Business owners anticipating a liquidity event.
  • Individuals who have recently lost a spouse or been through a divorce.
  • Executives looking to grow and protect their wealth.
  • Entrepreneurs and executives wishing to diversify their holdings.
  • Families seeking to transfer wealth to later generations and create and manage charitable and estate planning vehicles.

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How we serve them.

We look at each client’s situation as a whole, examining their overall financial picture, providing financial and tax advice and, when needed, coordinating the other legal, investment, and tax services provided by external attorneys, stockbrokers, and other specialists to create a carefully constructed, well-thought-out program. Then we present and suggest only those solutions that fit into their master plan. We work on a fee-only basis and strive to achieve complete objectivity. Our only objective is to help grow and protect their wealth. Because when they do well, we do well.

How we are seen.

Joel Isaacson & Co. has been recognized time and again through leading industry and media coverage. We have been named one of the Top Financial Advisory firms in America by Worth magazine and Medical Economics. Investment News called us one of the 50 Largest Financial Planning firms. And Financial Advisor named us a Leading RIA firm.