Founded in 1993 by Joel Isaacson, Joel Isaacson & Co., LLC established itself as a prominent fee-only financial planning and investment management firm based in New York City. The firm focused on delivering integrated wealth management services, including investment advice, tax planning, and estate planning, tailored to affluent clients. In July 2020, Joel Isaacson & Co., LLC combined with Pathstone, a leading independent advisory firm. The company now operates as part of Pathstone, contributing to a larger organization that offers a multi-family office and a full spectrum of wealth management services across the United States.

Founded in

United States