Welcome To
For over 28 years, Joel Isaacson & Co. has been a financial pathfinder, helping our clients define their goals, develop the plan most likely to achieve them, and execute that plan with precision and excellence. Our award-winning firm provides advice covering all aspects of wealth management, including asset management, tax and financial planning, and corporate benefit coordination — with a level of dedication that distinguishes our work.
Our goal is to put you “in the front seat” of your financial life. We will be there beside you, every step of the way, to guide you to achieve your and your family’s financial goals.
The services and expertise you need will change as the complexity of your financial life changes. Over nearly three decades, we have developed the resources and knowledge to “ladder up” with you and adapt your plan to your ever-changing life.
Our service to you does not start or end with a checklist. We do the legwork required to add real, personalized value to your financial life. We view our relationship as more than a business relationship — it is a personal commitment to you and your family.
Assets Under Management
$5B +Years guiding wealth
28Experienced Professionals
50 +Clients
700 +A culture of energy permeates our team, who has operated with uncompromising transparency since 1993.
We are proud to have been recognized by leading financial publications for our work. Our most recent recognition and awards include:
100 RIAs to Watch, 2023-2024 – AdvisorHub
Top RIA Firms, 2022-2024 – Forbes
Top 100 RIA Firms, 2020-2024 – Barron’s
Best-In-State Wealth Advisors (NYC), 2023-2024– Forbes
Top Women Wealth Advisors Best-In-State, 2023-2024 – Forbes
Top Firms by AUM, 2015-2024 – Accounting Today
Top RIAs, 2010-2024 – Financial Advisor
