Skip to Main
oppenheimer 85 broad

Doylestown

Doylestown, PA

About The Branch

Located in the heart of Bucks County, Oppenheimer’s Doylestown branch is home to a select group of experienced Financial Advisors. With the backing of the firm’s extensive resources and expertise, we provide first-class service with a small-town feel. In 2012, the office moved from its original Main Street location to the historic Doylestown National Bank & Trust Co. building on Court Street. Nestled in the downtown business district, our office has a strong local presence with an international reach.

Our services range from professional money management, financial planning services, and retirement services to traditional transactional advice, including insurance and annuity products.

Important Announcement

Oppenheimer is Fully Operational

We are adhering to the COVID-19 state-wide direction, and remain fully operational.

Oppenheimer has been closely monitoring all of the COVID-19 developments and diligently abiding by direction provided by health and government officials. This includes recent orders to stay at home and limit any non-essential activity.

However, while our team is working remotely from home, we remain fully operational. You can continue to contact us, as you normally did. We are fully enabled to continue business safely and securely from remote locations.


Branch Message about Coronavirus

Join Oppenheimer

Our Story in Numbers

*Stats as of March 31, 2019
  • 1,029

    Financial Advisors

  • $79.1

    Billion Client Assets under Administration

  • 93

    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

couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

Learn More
grandmother and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

Learn More
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
advisors working together

Engaging Family Office Services

Learn more Engaging Family Office Services