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Message from Chairman and CEO

Letter from the CEO

Thank you for considering Oppenheimer. We recognize your experience and your professionalism, applaud your success and appreciate that you have many options available. As you explore different firms, I believe that you will discover something special about Oppenheimer and find it is a differentiated platform to serve clients and grow your business.

Our size, our culture, and our teamwork make this a great place to be a Financial Advisor. As a boutique firm focused on wealth management, each and every Financial Advisor matters. Your value and success at Oppenheimer are not determined by the types of clients you serve or the size of your business, but by your hard work and effective use of what we have to offer.

Our unique commitment to supporting all Financial Advisors means that you will have the tools and resources to meet the individual needs of your clients. At Oppenheimer, you will be supported at each stage of your business and professional development. You will have flexibility and choice of wealth management solutions to meet the different needs of your clients. You will be backed by a platform that makes it easy to conduct business. You will find a firm focused on keeping you ahead of evolving client trends, legislation and technology.

We are extremely proud of our advisor and client-centric culture, which has been part of our make-up for over 130 years. Our culture and core values are the most important and enduring strength of the firm. In every one of our 90 offices across the country, you will fi nd a commitment to doing what is right for our clients and continued support for our Financial Advisors.

Based on my experiences during more than 30 years of service to Oppenheimer, I am filled with lasting respect for what our Financial Advisors do for clients. If you make the decision to join our firm, I will be committed to your success. You will have access to me and my entire management team—simply pick up the phone. We will be available to take your call and be ready to help you succeed professionally and personally, as you help clients achieve their financial goals.

Advisor Resources & Support

Helping you outperform and deliver value to your clients.

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Investment Products & Services

Tailored investment portfolios rooted in strategic asset allocation.

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