Located in the heart of a rapidly growing metropolis, Oppenheimer’s Sarasota branch is home to a core team of Financial Professionals with over 100 years of combined experience. We help entrepreneurs, corporate executives, and retirees with a variety of financial needs, from financial planning to investment management.
We are proud to offer our clients a level of expertise and personalized service uncommon at other investment firms. Our Financial Professionals have built a reputation for providing unbiased advice tailored to clients’ needs. Leveraging the full resources of Oppenheimer and its global affiliates, we are able to help our clients navigate every stage of wealth accumulation and management, helping them stay one step ahead in a rapidly changing world.
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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