Neil and Joseph Isler are a father-son advisory team at Stifel, managing over 500 households with more than 25 years of combined experience. Backed by the strength of Fortune 500 firm Stifel and a dedicated support team, they provide personalized wealth management rooted in trust, transparency, and long-term relationships. Their multigenerational approach blends proven financial strategies with fresh insight, helping clients confidently plan for retirement, investments, and legacy. Neil began his career in the financial services industry in 2000 and has built a reputation for delivering thoughtful, long-term guidance. His expertise spans investment management, retirement planning, and estate strategies. Joseph joined the team in 2024, bringing a strong work ethic, a background in fitness coaching, and a finance degree from Queens College. His experience working with clients one-on-one gives him a people-first mindset and a passion for helping others succeed. Together, they offer a unique blend of experience and energy that clients of all ages value.
Their team approach ensures that clients receive consistent support, timely communication, and personalized strategies tailored to their goals. They prioritize educating clients so they can make informed decisions with confidence. With a foundation built on family values, integrity, and service, Neil and Joseph strive to create lifelong partnerships. Whether you are planning for retirement, growing your wealth, or protecting your legacy, the Isler team is here to guide you every step of the way. Neil and Joseph Isler understand that financial planning is not one-size-fits-all. Every individual and family has a different set of priorities, risk tolerance, and long-term goals.
- That’s why they take the time to build genuine relationships with their clients, learning about their lives beyond the numbers. Whether someone is just starting to build wealth, navigating a major life transition, or planning for retirement, the Islers are committed to providing clear, customized strategies that reflect each client’s unique financial picture. With access to Stifel’s extensive research, planning tools, and investment platforms, Neil and Joseph are able to offer solutions that are both sophisticated and accessible. They routinely help clients explore retirement planning, portfolio construction, college savings, business succession, insurance needs, and more.
- Their commitment to ongoing education means they are always staying current with market trends, tax law changes, and economic shifts, so clients can feel confident that their plan evolves with them. They also coordinate closely with estate attorneys, accountants, and other professionals to ensure a fully integrated approach to wealth management. Neil’s decades of experience bring depth, perspective, and steadiness to the practice, while Joseph’s energy and curiosity infuse it with fresh thinking and a next-generation perspective. Their father-son dynamic allows them to connect with clients across multiple generations, making them uniquely positioned to support families through life’s transitions. Whether helping grandparents plan their legacy, parents manage their mid-career finances, or young adults take their first financial steps, the Islers provide insight and care tailored to every stage.
- Outside of the office, Neil and Joseph are both active in their communities. Neil enjoys supporting local charities and organizations, while Joseph devotes time to coaching youth and high school basketball teams. These community ties reinforce their belief that strong relationships and service extend far beyond financial planning. They bring the same level of care, commitment, and personal attention to their client relationships as they do in their community work. With a shared mission to build trust and deliver results, Neil and Joseph continue to grow their practice while staying true to the values that brought them together in the first place.