Oppenheimer’s Fort Lauderdale office is centrally located in the heart of the downtown district. With a team of 35 experienced Financial Professionals, we provide sophisticated wealth management services to institutions, mid-to-high net worth individuals, pension funds, endowments and trusts. As a team, we offer a unique blend of local presence and a national boutique’s integrated resources. We are committed to providing independent financial insights, a wide spectrum of traditional and non-traditional product and services and responsive client service.
Estate Planning
Financial Planning
Investment Solutions
Retirement Planning
Trust Services
*Stats as of September 30, 2025
Financial Professionals
Billion Client Assets under Administration
Branch Offices across the United States
Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.
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