Oppenheimer has served the financial needs of individuals, families and small businesses in the Philadelphia metropolitan area for over 40 years. Our branch is home to a team of dedicated Financial Professionals that offer a broad range of asset management and retirement planning services.
We are proud to have a team of experienced professionals that have built up a reputation for providing exceptional service. A few of our Financial Professionals have been named to Philadelphia Magazine’s distinguished “Five Star Wealth Manager” list as well as been recognized by Oppenheimer’s “Executive Council” and “Chairman’s Council.”
We are conveniently located on Market Street in the heart of Center City – stop in for a consultation and discover how we can help you achieve your financial goals.
Estate Planning
Financial Planning
Investment Solutions
Retirement Planning
Trust Services
Explore expert-curated content and tools designed to help you achieve your goals while growing and preserving your wealth.
Interested in joining a firm that supports your business, your way? Discover career opportunities at Oppenheimer.
*As of June 30, 2026
Branch Offices across the United States
Financial Professionals
Billion Client Assets under Administration
Powerful Thinking from deep insight and expertise in customized financial planning that drives investment ideas and opportunities to help you achieve your personal goals.
Powerful Thinking focused on delivering unmatched expertise in the financing, trading, and research needs of municipalities, institutions, and emerging growth and middle market companies.
Powerful Thinking in strategic advisory services and capital market strategies from more than a century of deep industry expertise, broad product capabilities, and extensive transaction experience.
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