Welcome To

Joel Isaacson & Co

Your Personal Financial Pathfinder

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 Story

Where are you going and how will you get there?

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.

Learn more

What solutions will you need along the way?

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.

Learn more

How do we go beyond the checklist?

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.

Learn more

Assets Under Management

$5B +

Years guiding wealth


Experienced Professionals

50 +


700 +

A Trusted Leader

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 – AdvisorHub
Best-In-State Wealth Advisors (NYC), 2023 – Forbes
Top Women Wealth Advisors Best-In-State, 2023 – Forbes
Top RIA Firms, 2022-2023 – Forbes
Top 100 RIA Firms, 2020-2023 – Barron’s
Top Firms by AUM, 2015-2023 – Accounting Today
Top RIAs, 2010-2023 – Financial Advisor

Learn More