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ft. worth

Fort Worth



  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
  • Portfolio Enhancement Program Mgt.

Branch Manager




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About the Branch

Located in the heart of downtown, the Oppenheimer Fort Worth office specializes in providing institutions and individuals with personalized investment and planning services. Our team of experienced Financial Professionals, many of whom have received various industry designations, work with clients to help them achieve their investment and financial goals. We pride ourselves on offering exceptional client service and working collaboratively with clients' trusted advisors and Oppenheimer affiliates to provide concierge insight and strategy.

A Culture to Succeed

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Our Story in Numbers

*Stats as of March 31, 2024
  • 936

    Financial Professionals

  • $124.9

    Billion Client Assets under Administration

  • 89

    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.

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Products & Services

business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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advisors working together

Engaging Family Office Services

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couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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woman and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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