- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About The Branch
Located at the heart of the Main Line, near the intersection of Lancaster Avenue and I-476, Oppenheimer's Radnor office offers the perfect location for Financial Advisors to serve their clients. Our office provides guidance for domestic and international private clients and some of the mid-Atlantic's largest institutional investors. The close relationships we have with our affiliate Oppenheimer Asset Management as well as the Investment Banking and Research Departments creates a collaborative information flow and investment culture.
With roots tracing back more than a century, Oppenheimer and its predecessor companies have been pioneers in the financial services industry known for their innovative work in the asset management and equity research fields. For more than 130 years we have provided our clients with the financial expertise and insight to help meet their 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.