Our Team

Joel S. Isaacson, CPA, CFP®️️️, PFS

Joel S. Isaacson, CPA, CFP®️️️, PFS, Founder, Chairman and CIO

For over 30 years, founder, Chairman, and Chief Investment Officer Joel Isaacson has helped clients and their families achieve their financial goals whilst building one of the top wealth management firms in the country.

Mr. Isaacson was educated at Lehigh University and Golden Gate University (San Francisco), and holds both a B.S in Accounting and an MBA in Financial Planning.

Mr. Isaacson is the former Chairman and former President of the New York Chapter of the International Association for Financial Planning (now the FPA), a former Chairman of the Personal Financial Planning Committee of the New York State Society of Certified Public Accountants, Estate Planning Council, and served previously on the Board of Directors of the National Association of Personal Financial Advisors.

Mr. Isaacson is often quoted in numerous financial publications and has appeared regularly on both radio and television. He has been frequently selected as one of the “Top Financial Advisors” in America by numerous publications including Barron’s, Forbes, Worth, and the Financial Times. H has also been named – for seven consecutive times – as one of the “Top Financial Advisors” to the medical profession.

A teacher as well as practitioner, Mr. Isaacson conducts financial planning seminars for the management groups of leading Fortune 500 firms and speaks regularly before numerous professional and trade organizations. He has taught financial and tax planning at New York University, The New School in New York City, and Iona College in New Rochelle, New York.

In his spare time, Joel enjoys spending time with his family, taking in sporting and cultural events in and around New York City, playing tennis, and kayaking.

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.

Experienced professionals

Helping clients realize their dreams through objectivity and personal accountability.