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At Oppenheimer, the culture is open, collaborative, and built around how advisors actually grow a business. You’ll have direct access to leadership, real conversations, and support that’s practical, not bureaucratic.
We keep things clear and focused. No unnecessary layers. No guesswork. Just the tools, guidance, and environment you need to build something that lasts.
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See how we support advisors.
And what that can look like for you.
Our branches are built for advisors—focused, connected, and aligned with how you grow your business day to day. You get the feel of a local team with the backing of Oppenheimer’s full platform: robust wealth management tools, strong research, and the resources to support your clients with confidence. It’s an environment designed to help you build a practice that lasts—and deliver for your clients at every stage.
Oppenheimer Thinking is bold, independent, and advisor-centric. Backed by the full strength of our wealth management, capital markets, and investment banking platform, everything we offer is designed to support you. Here, you have the freedom to run your business your way—supported by the resources, expertise, and perspective of a full-service firm—so you can think strategically, act decisively, and deliver meaningful outcomes for your clients.
Get to know the team behind the platform—and how they show up for advisors every day. Our leaders bring deep experience across the investment landscape, but more importantly, they stay accessible and engaged. You’ll hear directly how they think about supporting advisors, simplifying complexity, and helping you build a business that lasts. Watch the videos below to see how we work—and what that support looks like in practice.
The weather cooperated perfectly this year for our Seattle and Bellevue branches annual bike ride down the John Wayne trail from Hyak to North Bend. The ride which starts with a 2-mile stretch thru an old train tunnel and continues for another 23 miles to North Bend over elevated bridges, past creeks and beautiful waterfalls. As you can see in the pictures the colors were on display and the warm temperatures made for perfect conditions! Be sure to join us next year when we do this again in Mid-October to capture the Fall colors at their best!
The Lake Oswego Chamber of Commerce members turned out in force to help us celebrate our Open House last week. 45 members of their community attended this gathering that allowed us to share with them the Power of Oppenheimer Thinking. Thank you so much to our partners there at Oppenheimer who were in attendance, Lisa Raboin, Art Chandler, Dan Cavagnaro and Jim Walker!
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