- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About The Branch
Oppenheimer’s Atlanta branch has been serving the needs of private clients, institutions and foundations for over 34 years. We offer a broad range of financial services, from traditional asset management and corporate retirement services to trading strategies for futures and other esoteric investments where appropriate, for qualified investors.
Our office has a reputation for offering unbiased, personalized financial advice tailored to the needs of each individual client. We are proud to have Financial Advisors that have been included in the “Top Advisor” lists for both Forbes and Financial Times.
By leveraging the full resources of Oppenheimer and its global affiliates, we are able to help our clients achieve their financial goals and address a rapidly changing world.
Our Story in Numbers
Billion Client Assets under Administration
Branch Offices across the United States
Let's Talk Future
Are you a financial professional interested in joining our office? If there’s one thing we’re great at, it’s working with new and existing professionals to help them grow their practices. Financial Advisors who bring their talents to Oppenheimer join something truly special. They become part of an organization that prides itself on a culture of access – to resources, to people, and ideas. And they pride themselves on being a part of helping their clients feel more confident about their financial futures, as well as helping business leaders implement new and innovative strategies and helping their communities succeed.Read More
Products & Services
Growing My Wealth
Planning your wealth on your terms.
Planning for Retirement
Achieve your retirement goals on your terms.
Protecting My Assets
Preserve your wealth. Safeguard your future.
Transitioning My Wealth
Your estate and legacy.