Our Qualifications

Isaacs & Associates has provided professional financial planning services for residents of the tri-state area for over 50 years. 

Ray has served the Tri-State Area since 1983, following in the footsteps of his father, Paul, who first opened the doors of Isaacs & Associates in 1958. A Cincinnati native, he is proud to continue the legacy that his father started, providing professional financial planning services and investment advice for individuals and businesses in the community he loves.

As an independent advisor and founder of his own registered investment advisory firm, Ray has the freedom to offer a wide variety of advisory services and potential solutions for the unique needs of everyone he serves. He is passionate about helping people and loves to be a part of solving the retirement puzzles for those in his client family.

Ray has established over 1,800 client relationships in the area and is entrusted with over $150 million in assets. He is an investment advisor and holds Series 6 and Series 63 securities registrations, is an Accredited Investment Fiduciary® (AIF®), and is life and health insurance licensed in the states of Ohio, Kentucky, Michigan, Indiana, and Florida.

Ray and his wife, Karen, have three children. When not spending time with them, he enjoys snowmobiling, boating, and fishing. Ray and his family are parishioners at the Immaculate Heart of Mary Catholic Church, and he is also involved with the American Society for the Prevention of Cruelty to Animals.