The Hassenbein Private Client Group
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Who We Are


Our Approach to Wealth Management

Your best interest always comes first at The Hassenbein Private Client Group. Clients benefit from comprehensive financial and investment guidance, paired with ongoing education designed to support informed decisions over a lifetime, from retirement planning to creating lasting family legacies. 

Working with You

By listening closely and understanding your goals, we collaborate with you to develop thoughtful, flexible strategies tailored to your unique needs, priorities, and risk considerations. We work alongside your existing advisors, including accountants and attorneys, to help coordinate a comprehensive approach to your financial life.

Proper organization and account structure play an essential role in effective planning. We assess solutions ranging from straightforward strategies to more complex, multi‑generational plans, while staying current with estate planning developments and leveraging a wide range of firm and industry resources to support your objectives.

MITCHELL HASSENBEIN
The Hassenbein Private Client Group

Awards & Recognitions

MITCHELL HASSENBEIN
MANAGING DIRECTOR - INVESTMENTS

2024
Best In State Wealth Advisor

Forbes Shook Research*

*The ranking is based on an algorithm of qualitative and quantitative data for rating thousands of individuals on revenue produced, assets under management, compliance records, and industry experience. Oppenheimer & Co. Inc. is not affi liated with Forbes or R.J. Shook Research.


Oppenheimer & Co. Inc.
2 Jericho Plaza, Suite 113
Jericho, NY 11753
(516) 733-1376

Email Mitchell

Our Pillars

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    Collaboration

    In an ever‑changing financial landscape, we take a comprehensive, holistic approach to help clients navigate the complexities of planning. Our team’s decades of industry experience and diverse perspectives allow us to collaborate effectively with each client and their broader advisory team.

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    Transparency

    We view our clients’ long‑term success as our own, and we welcome open discussions about our compensation. We want clients to clearly understand the costs, structure, and terms of doing business with us. 

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    Purposeful Investing

    We believe investing should serve a clear purpose. Every strategy we design is grounded in each client’s unique circumstances, values, and long-term goals, so portfolios are aligned not just with markets, but with what matters most to our clients.

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    Value

    Clients benefit from the personalized service of a boutique group combined with the extensive resources of Oppenheimer. This approach allows for a wide range of strategies, account types, and research solutions, supported by leading technology and industry expertise, while maintaining frequent communication and proactive client service.

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Attendees, members and affiliates qualify for a complimentary financial consultation.
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Recent Insights

Additional Team Members

The following specialists do not make securities recommendations. Please contact your Oppenheimer Financial Advisor if you have questions about how a specialist might be able to assist you.

  • John Stoltzfus

    John Stoltzfus

    Chief Investment Strategist

  • Ari Wald, CFA, CMT

    Ari Wald, CFA, CMT

    Head of Technical Analysis

  • Michael Tynan, CFP

    Michael Tynan, CFP®

    Managing Director, Head of Financial Planning

  • Joann Dobson

    Joann Dobson

    President of Oppenheimer Life Agency, Ltd.

  • Matt Murphy

    Matt Murphy

    Senior Director, Oppenheimer Asset Management

  • Cameron Fairley

    Cameron Fairley

    Executive Director, Oppenheimer Asset Management