Skip to Main


Cincinnati, OH


  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services

Branch Manager



See All Licenses

About the Branch

Oppenheimer serves individuals and corporate accounts all over Ohio through our Cleveland, Columbus and Cincinnati offices. With a reputation for professionalism, integrity and exceptional client service, our team of Financial Professionals manages over $1 billion in assets and provides guidance on asset management, retirement and 401k consulting, individual securities, and more.

Several of our Financial Professionals have achieved Senior Director status within Oppenheimer for their long-standing commitment to helping clients achieve their financial goals. Working collaboratively with the other Oppenheimer affiliates, we aspire to offer our clients the best research we can find, an open environment of communication and our unbiased advice. In short, we strive to be the best.

Join Oppenheimer

Our Story in Numbers

*Stats as of September 30, 2022
  • 985

    Financial Professionals

  • $100.3

    Billion Client Assets under Administration

  • 91

    Branch Offices across the United States

Customer Asset Protection

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.

Read More Customer Asset Protection

Products & Services

business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

Learn More Opens in a new window
three generations of women

Transitioning My Wealth

Your estate and legacy.

Learn More Opens in a new window
advisors working together

Engaging Family Office Services

Learn More Engaging Family Office Services
couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

Learn More Growing My Wealth
woman and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

Learn More Planning for Retirement