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washington dc

Washington DC

Washington, DC

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
ALEXANDER MARSHALL

Branch Manager

ALEXANDER MARSHALL

BRANCH MANAGER, EXECUTIVE DIRECTOR-INVESTMENTS

alexander.marshall@opco.com

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About The Branch

Located in the nation’s capital, Oppenheimer’s Washington DC office has a long history of providing individuals, institutions and foundations with reliable service, and access to sophisticated wealth management strategies. Each of our Financial Advisors is committed to providing unbiased financial advice and personalized service to help clients achieve their financial goals.

The Washington DC branch draws on the considerable resources of Oppenheimer and its affiliates to provide a broad range of financial products and services, including professional money management, corporate & executive services, retirement planning, financial planning, insurance & annuity products, estate planning and trust services. For qualified investors we also offer extensive opportunities in the alternative investment category, including hedge funds and private equity.

Branch Message about Coronavirus

Join Oppenheimer

A FIRM WITH A LONG STANDING HISTORY
3 Reasons to
Join Oppenheimer
1. Name Brand Recognition

Oppenheimer & Co. Inc. has been providing wealth management services since 1881.


2. Small Firm Feel

Oppenheimer is the right size vs large competitors.


3. Entrepreneurial Business Models

It’s your business – and your choice to decide what is best for your clients.


If you would like to learn more, the Branch Manager would be pleased to speak with you.

Our Story in Numbers

*Stats as of March 31, 2019
  • 1,029

    Financial Advisors

  • $79.1

    Billion Client Assets under Administration

  • 93

    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

couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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grandmother and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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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

Learn more Engaging Family Office Services