The Hassenbein Private Client Group
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Who We Are


Our Approach to Wealth Management

Your best interest always comes first at The Hassenbein Private Client Group. Our clients benefit from the sum of our team’s talents in comprehensive financial and investment advice as well as personal finance education over a lifetime, from optimizing retirement saving to creating a legacy for generations to come.

Working with You


By listening to you, and understanding your needs and goals, we collaborate on strategies, measure your strengths, weaknesses, and risks, and customize appropriate, flexible plans. The group works with your other trusted advisors such as accountants and attorneys to coordinate a holistic approach to your financial life. The Hassenbein Group understands that proper organization and titling of accounts is essential in all aspects of the planning process. We assess what may work best for your family, from the most basic plans to very complex, multi-generational cases. We are always current with estate planning regulations and changes, and have access to a number of great resources that are at your disposal.

MITCHELL HASSENBEIN
The Hassenbein Private Client Group

Awards & Recognitions

MITCHELL HASSENBEIN
MANAGING DIRECTOR - INVESTMENTS

2024
Best In State Wealth Advisor

Forbes Shook Research*

*The ranking is based on an algorithm of qualitative and quantitative data for rating thousands of individuals on revenue produced, assets under management, compliance records, and industry experience. Oppenheimer & Co. Inc. is not affi liated with Forbes or R.J. Shook Research.


Oppenheimer & Co. Inc.
2 Jericho Plaza, Suite 113
Jericho, NY 11753
(516) 733-1376

Email Mitchell

Our Pillars

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    Collaboration

    In an ever changing world and financial landscape, we provide comprehensive, holistic approaches to help clients navigate the complexities of planning. Our unique perspectives and industry experience spanning decades informs our collaboration with all types of clients.

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    Transparency

    We view our clients’ long term success as our own, and we welcome discussion of our compensation. We want our clients to have a clear understanding of the costs and terms of doing business

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    Purposeful Investing

    Our team bases everything we do on client circumstances and goals, to tailor strategies unique to needs and dreams, one client at a time.

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    Value

    We have all the resources and breadth of Oppenheimer at our disposal, and as such, leverage a wide variety of account types, strategies, and research, including the latest technology. Our access to firm and industry leaders supports every client relationship. We focus on frequent client service and communication.

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Proud Sponsor of Children’s Medical Fund of New York
Attendees, members and affiliates qualify for a complimentary financial consultation.
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Recent Insights

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Additional Team Members

The following specialists do not make securities recommendations. Please contact your Oppenheimer Financial Advisor if you have questions about how a specialist might be able to assist you.

  • John Stoltzfus

    John Stoltzfus

    Chief Investment Strategist

  • Ari Wald, CFA, CMT

    Ari Wald, CFA, CMT

    Head of Technical Analysis

  • Michael Tynan, CFP

    Michael Tynan, CFP®

    Executive Director, Financial Planning

  • Joann Dobson

    Joann Dobson

    President of Oppenheimer Life Agency, Ltd.

  • Matt Murphy

    Matt Murphy

    Senior Director, Oppenheimer Asset Management

  • Cameron Fairley

    Cameron Fairley

    Executive Director, Oppenheimer Asset Management