What departments does ISTO Advisors have?

ISTO Advisors has employees across 5 departments including Finance, Military & Protective Services, Community & Social Services, Customer Success, Operations.

What is the largest department at ISTO Advisors?

The largest department at ISTO Advisors is Finance with 2 employees.

Where are ISTO Advisors employees located globally?

ISTO Advisors has employees across 1 continents and 1 countries including United States Of America.

How has ISTO Advisors's team size changed over time?

ISTO Advisors's team has decreased from approximately 29 to 28 employees based on available data.

ISTO Advisors Employee Directory

Financial ServicesMichigan, United States11-50 Employees

ISTO Advisors is a financial services firm located in Troy, Michigan. It positions itself around a client-centric process that aims to bring clarity and confidence to financial decision-making by guiding clients through a vision creation and planning journey. The firm employs a personal CFO approach to tailor plans to each individual, seeking to optimize the use of every dollar.

Beyond portfolio construction, ISTO Advisors aims to design comprehensive plans aligned with clients' life goals and long-term financial objectives. The firm notes that clients often sacrifice time to earn income and seeks to reclaim some of that time through its planning approach, while the professionals participate in community volunteering, mentoring, and fundraising.

ISTO Advisors Global Highlights

North America
32

United States Of America
32

ISTO Advisors's Leadership

J. W.
Chief Investment Officer
Mobile Phone
Email
P. E. H.
Co-Founder
Mobile Phone
Email
P. H.
Co-Founder Of Isto Advisors, Llc, Where, Proudly, Our Team Works In
Mobile Phone
Email
T. D.
Director Of Wealth Planning
Mobile Phone
Email
K. L.
Sr. Client Service Associate
Mobile Phone
Email
A. L. C.
Wealth Planner
Mobile Phone
Email
J. M.
Wealth Advisor
Mobile Phone
Email
H. B.
Executive Assistant
Mobile Phone
Email

ISTO Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Business
Sales
Support
Other

Contact profiles from ISTO Advisors

Name

Title

Contact Info

Location

Last Update

P. E. H.
Co-Founder
Mobile Phone
Email
United StatesMichigan
Nov 21, 2025
J. W.
Chief Investment Officer
Mobile Phone
Email
Jun 09, 2026
P. H.
Co-Founder Of Isto Advisors, Llc, Where, Proudly, Our Team Works In
Mobile Phone
Email
United StatesMichigan
Oct 16, 2024
T. D.
Director Of Wealth Planning
Mobile Phone
Email
United StatesMichigan
Jun 08, 2026
K. L.
Sr. Client Service Associate
Mobile Phone
Email
United StatesMichigan
May 30, 2026
A. L. C.
Wealth Planner
Mobile Phone
Email
United StatesMichigan
Nov 21, 2025
J. M.
Wealth Advisor
Mobile Phone
Email
United StatesMichigan
Mar 24, 2026
H. B.
Executive Assistant
Mobile Phone
Email
United StatesMichigan
Jun 29, 2026
M. K.
Team & Community Specialist
Mobile Phone
Email
United StatesMichigan
Jun 26, 2026
A. L.
Wealth Planning Associate
Mobile Phone
Email
United StatesMichigan
May 31, 2026

Frequently Asked Questions

What is ISTO Advisors known for?

ISTO Advisors was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 2150 Butterfield Drive Troy, Michigan 48084 United States. Explore ISTO Advisors's company overview page for more information.

What is ISTO Advisors's most common email format?

ISTO Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ISTO Advisors email formats with LeadIQ.

How many employees does ISTO Advisors have currently?

ISTO Advisors has approximately 27 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are ISTO Advisors's key employees and leadership?

As of June 2026, ISTO Advisors's key employees include:

Chief Investment Officer: J. W.
Co-Founder: P. E. H.
Co-Founder Of Isto Advisors, Llc, Where, Proudly, Our Team Works In: P. H.
Director Of Wealth Planning: T. D.
Sr. Client Service Associate: K. L.

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ISTO Advisors Employee Directory

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