Who We Are
The Hertl Kerbler Group of Oppenheimer has more than 60 years of combined experience in financial planning strategies and institutional retirement plans. The team focuses on fiduciary based, risk-adjusted investment management when assisting clients in addressing their retirement, educational, and philanthropic goals. Our team’s insight and experience, paired with the resources available at Oppenheimer & Co. Inc. allow us to guide you through life’s challenges, no matter what they are or in what stage of life they occur. We offer personalized services and customized strategies tailored to your unique needs and goals, without sacrificing the personal touch that was once commonplace in financial management.
What We Do
We align holistic planning strategies with each client’s unique goals, values and needs. Putting the needs of our clients’ first means investing the time to listen and learn about your intentions and concerns. We provide proactive, sophisticated, customized wealth management strategies to high-net-worth clients and corporate retirement plans with concierge level attention. This includes design, implementation and fiduciary management. Our team strives to provide expert financial advice, comprehensive financial planning, and fiduciary expertise. This includes offerings in Individual Retirement Accounts, Defined Contribution and Benefit Plans, Trust Accounts, and Multi-Generational Asset Planning.
We balance independent, leading-edge investment advice with a personal approach, keeping you constantly updated on what matters most to you. On your behalf, we seek the best managers available with the goal of providing a customized mix of investments that is truly diverse. We also utilize stocks, bonds, mutual funds, options, insurance products, annuities and alternative investments for qualified investors to tailor a solution to best suit your specific needs. We then rigorously monitor and adjust your portfolio to navigate changing markets.
