Get to know our story,
what we offer, and who we serve

Our Story

Our story begins with Joel Isaacson, who broke with convention and started a fee-only, fiduciary financial planning firm at a time when objective guidance was hard to come by.

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What We Offer

The services and expertise you need will change as the complexity of your financial life changes. We have the resources and knowledge to expand our services to match your ever-changing life, covering everything from budgeting to complex estate planning.

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Who We Serve

Our clients come from all walks of life. Hard work, dedication to family, and a prudent approach to decision-making are the common denominators.

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It’s my belief that clients are neither getting the financial advice they’re looking for nor what they deserve from most advisors in today’s economic environment. We’ve built a team focused on delivering precisely what clients need with the service, expertise and care they deserve.

Joel S. Isaacson, Founder and Chairman

Clients ultimately want to know if they will have enough money to retire. We develop comprehensive plans to help them achieve their financial goals, including financial independence in retirement.

Stanley L. Altmark, Partner

I take pride in the fact that we have all been trained as advisors rather than sales people. In doing so, we have created a culture of energy and transparency in which our clients become part of our family, and vice versa. Our clients come to us for advice on everything from their investments and mortgages to their company benefits and children’s college funds.

David Peltz, Partner and Chief Executive Officer

We do not simply complete tax returns. Our tax and financial planning experts work together to develop truly comprehensive strategies for our clients.

Martin Stein, Partner and Tax Director

Taxes to us are not just about filing returns, but providing enormous value to our clients – from tax-efficient investment strategies to trust and estate planning – year in and year out.

Lee Steinmetz, Partner and Tax Director

I see myself sitting not across from, but alongside my clients, working together to first create and then navigate a financial pathway towards their life goals.

Robert E. Paul, Partner