ISTO Advisors Employee Directory

Financial ServicesMichigan, United States11-50 Employees

At ISTO Advisors, being In Service To Others is our top priority. We create clarity, confidence and financial peace of mind as we guide you through our vision creation and financial planning process. Using our personal CFO model, your plan will be customized by your team to make the best use of every dollar. 

We don’t just build portfolios, we build life blueprints. We use beneficial strategies that are unique to you and your financial situation to create long term financial success. Our clients have given up their most precious asset, time, to make money. We strive to give them back some of this time to focus on the things that are most important to them.

Our professionals are not only experts in their field, but also passionate about helping others. We are proud to be making deep roots in the communities in which we live and work. We are focused on a variety of volunteering, mentoring and fundraising activities.

Find ISTO Advisors employees' phone numbers or email addresses

ISTO Advisors Global Highlights

Location
Employees

North America
33

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  • United States Of America
    33

ISTO Advisors's Leadership

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    J. W.
    Chief Investment Officer
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    P. E. H.
    Co-Founder
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  • Stylized image of a person
    P. H.
    Co-Founder Of Isto Advisors, Llc, Where, Proudly, Our Team Works In
    Phone icon
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    T. D.
    Director Of Wealth Planning
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  • Stylized image of a person
    K. L.
    Sr. Client Service Associate
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  • Stylized image of a person
    A. L. C.
    Wealth Planner
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    J. M.
    Wealth Advisor
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  • Stylized image of a person
    M. K.
    Team & Community Specialist
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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
  • Stylized image of a person
    P. E. H.
    Co-Founder
    Phone icon
    United StatesMichigan
    Nov 21, 2025
  • Stylized image of a person
    J. W.
    Chief Investment Officer
    Phone icon
    Nov 21, 2025
  • Stylized image of a person
    P. H.
    Co-Founder Of Isto Advisors, Llc, Where, Proudly, Our Team Works In
    Phone icon
    United StatesMichigan
    Oct 16, 2024
  • Stylized image of a person
    T. D.
    Director Of Wealth Planning
    Phone icon
    United StatesMichigan
    Nov 21, 2025
  • Stylized image of a person
    K. L.
    Sr. Client Service Associate
    Phone icon
    United StatesMichigan
    Feb 18, 2026
  • Stylized image of a person
    A. L. C.
    Wealth Planner
    Phone icon
    United StatesMichigan
    Nov 21, 2025
  • Stylized image of a person
    J. M.
    Wealth Advisor
    Phone icon
    United StatesMichigan
    Nov 21, 2025
  • Stylized image of a person
    M. K.
    Team & Community Specialist
    Phone icon
    United StatesMichigan
    Nov 21, 2025
  • Stylized image of a person
    H. B.
    Executive Assistant
    Phone icon
    United StatesMichigan
    Jan 27, 2026
  • Stylized image of a person
    A. L.
    Wealth Planning Associate
    Phone icon
    United StatesMichigan
    Nov 21, 2025

Frequently Asked Questions

What is ISTO Advisors known for?

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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?

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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?

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

Who are ISTO Advisors's key employees and leadership?

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As of February 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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