OUR STORY

Since 1993, we have served as financial pathfinders for individuals and their families.

How We Began

Joel Isaacson envisioned a firm armed with the knowledge and comprehensive capabilities to advise clients on all aspects of their financial lives. He founded Joel Isaacson & Co. in 1993 when fee-only, fiduciary advice was a revolutionary concept. Since then, Joel has been joined by other top wealth management and tax specialists who share an unwavering dedication to our clients’ financial futures.

How We Evolved

In 2009, we joined Focus Financial Partners, LLC, a leading partnership of fiduciary wealth management firms. Over the years, we have maintained our focus on building our clients’ wealth with a constant eye on the long-term. As our firm has grown, we have continued to invest in our analytical capabilities as well as our advisors’ training and education. As a fee-only fiduciary advisor, we have continued our commitment to doing only what is in our clients’ best interests. We have never charged commissions, accepted referral fees for our services, or sold any proprietary products — and we never will.

Who We Are Today

Today, our team is more than 50 strong, and we serve a global clientele from our office in New York City. In addition to investment managers and financial planners, we have a full tax department that provides our clients with comprehensive, year-round tax planning, guidance, and tax return preparation.

Who We Serve

Our clientele is comprised of high-net-worth individuals and families, as well as business owners, executives, and entrepreneurs. We look to grow and protect their wealth through a combination of comprehensive financial planning, investment management, estate planning, and integrated tax strategies.

How We Serve Them

In every engagement, we start by understanding our clients’ financial lives, including their level of wealth, stage in life, personal dynamics, and financial goals. With this understanding serving as the foundation of our work, we identify the path of action that is most likely to achieve our clients’ goals, and we function as a “traffic light” for key financial decisions. As part of this commitment, we coordinate with other trusted professionals — such as actuaries and estate attorneys — to advise on and execute complex aspects of our clients’ financial plans.

How We Are Seen

We are proud to have been recognized by leading financial publications for our work. Our most recent recognition and awards include:

  • Top RIA Firms, 2021 – Barron’s
  • America’s Top Wealth Advisors, 2021 – Forbes
  • Top RIAs, 2021 – Financial Advisor
  • Top Firms by AUM, 2021 – Accounting Today
  • Top Financial Advisors in America, 2020 – AdvisoryHQ
  • Top 300 RIAs, 2020 – Financial Times

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