- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About The Branch
Oppenheimer’s Miami office has a rich history of providing sophisticated asset management guidance and services to ultra-high net worth individuals and institutional clients. Our nationally recognized* team of Financial Advisors utilize the considerable resources of Oppenheimer and its affiliates to provide a broad range of financial products and services including asset management, corporate & executive services, tactical allocations, financial planning and estate planning. We pride ourselves on providing our clients with highest level of service along with the objective advice and personalized attention they need to help achieve their financial goals.
Our Story in Numbers
Billion Client Assets under Administration
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
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.